-21.8%
PATH vs AXTI
+1,643.5%
-1,665.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.0% | -0.4% |
| 7D | -5.3% | -29.4% | +24.1% | -3.6% |
| 30D | -0.5% | -51.3% | +50.7% | +3.0% |
| 3M | -7.1% | -48.3% | +41.1% | -5.0% |
| 6M | +23.8% | -62.9% | +86.7% | +27.2% |
| YTD | -20.7% | +137.8% | -158.5% | -35.2% |
| 1Y | -8.1% | +338.3% | -346.4% | -30.5% |
| 3Y | -21.8% | +1,590.4% | -1,612.3% | -50.6% |
| All | -21.8% | +1,643.5% | -1,665.3% | -50.6% |
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