-5.8%
PATH vs AXTI
+287.8%
-293.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.9% | +5.2% | +1.3% |
| 7D | +2.1% | +7.6% | -5.5% | +2.0% |
| 30D | +1.6% | -32.1% | +33.7% | +1.6% |
| 3M | -20.4% | -46.0% | +25.5% | -20.2% |
| 6M | +40.1% | -65.7% | +105.8% | +41.5% |
| YTD | -19.0% | +155.9% | -174.9% | -28.4% |
| 1Y | -5.8% | +300.8% | -306.6% | -22.1% |
| All | -5.8% | +287.8% | -293.6% | -22.1% |
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