-8.6%
PATH vs AXTI
+349.9%
-358.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +19.5% | -17.1% | +2.3% |
| 7D | -2.7% | -1.2% | -1.5% | -2.8% |
| 30D | -1.4% | -24.2% | +22.9% | -1.4% |
| 3M | -16.4% | -36.3% | +19.9% | -16.3% |
| 6M | +23.3% | -62.7% | +85.9% | +24.5% |
| YTD | -19.8% | +187.3% | -207.1% | -29.2% |
| 1Y | -8.6% | +344.8% | -353.4% | -23.8% |
| All | -8.6% | +349.9% | -358.5% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AXTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling