-21.8%
PATH vs AXTI
+1,953.1%
-1,974.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.4% | -10.5% | -0.7% |
| 7D | -2.7% | -11.0% | +8.3% | -2.3% |
| 30D | -3.7% | -37.3% | +33.6% | -1.6% |
| 3M | -13.8% | -51.6% | +37.8% | -11.2% |
| 6M | +20.3% | -63.1% | +83.4% | +23.9% |
| YTD | -20.8% | +162.4% | -183.3% | -35.8% |
| 1Y | -9.2% | +353.6% | -362.8% | -31.4% |
| 3Y | -21.8% | +1,972.9% | -1,994.7% | -54.4% |
| All | -21.8% | +1,953.1% | -1,974.9% | -54.4% |
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