-78.0%
PATH vs AXTI
+515.2%
-593.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +9.7% | -26.3% | -17.8% |
| 7D | -16.3% | +5.1% | -21.4% | -17.1% |
| 30D | +9.9% | -10.2% | +20.1% | +9.8% |
| 3M | +30.2% | -41.8% | +72.0% | +33.4% |
| 6M | +37.2% | +57.5% | -20.3% | +13.9% |
| YTD | -7.3% | +277.0% | -284.3% | -37.8% |
| 1Y | +40.0% | +1,982.4% | -1,942.4% | -34.9% |
| 3Y | -4.4% | +2,234.8% | -2,239.3% | -65.8% |
| 5Y | -76.0% | +528.3% | -604.4% | -86.8% |
| All | -78.0% | +515.2% | -593.2% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling