-77.1%
PATH vs AXTI
+338.7%
-415.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.2% | -0.3% |
| 7D | -2.3% | -23.4% | +21.1% | +0.1% |
| 30D | -4.8% | -42.6% | +37.8% | 0.0% |
| 3M | -17.7% | -46.7% | +29.0% | -14.3% |
| 6M | +18.9% | -66.2% | +85.1% | +25.8% |
| YTD | -21.7% | +140.4% | -162.1% | -44.9% |
| 1Y | -9.6% | +276.5% | -286.2% | -42.3% |
| 3Y | -25.8% | +1,885.4% | -1,911.2% | -74.7% |
| 5Y | -77.1% | +350.3% | -427.4% | -85.8% |
| All | -77.1% | +338.7% | -415.8% | -85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling