-22.9%
PATH vs AXTI
+2,013.1%
-2,036.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.9% | +5.2% | +1.5% |
| 7D | +2.1% | +7.6% | -5.5% | +1.5% |
| 30D | +1.6% | -32.1% | +33.7% | +3.3% |
| 3M | -20.4% | -46.0% | +25.5% | -18.7% |
| 6M | +40.1% | -65.7% | +105.8% | +45.0% |
| YTD | -19.0% | +155.9% | -174.9% | -34.5% |
| 1Y | -5.8% | +300.8% | -306.6% | -28.2% |
| 3Y | -22.9% | +1,981.6% | -2,004.5% | -56.0% |
| All | -22.9% | +2,013.1% | -2,036.1% | -56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling