-81.1%
PATH vs AXTI
+266.5%
-347.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -22.8% | +19.1% | -1.1% |
| 7D | -5.6% | -39.7% | +34.1% | -0.5% |
| 30D | -0.7% | -56.3% | +55.6% | +8.0% |
| 3M | -5.9% | -46.5% | +40.6% | -2.1% |
| 6M | +21.6% | -65.9% | +87.4% | +28.6% |
| YTD | -20.6% | +124.6% | -145.2% | -44.5% |
| 1Y | -10.6% | +303.5% | -314.1% | -45.1% |
| 3Y | -24.9% | +1,532.0% | -1,556.9% | -73.6% |
| 5Y | -76.8% | +298.3% | -375.1% | -86.8% |
| All | -81.1% | +266.5% | -347.6% | -89.0% |
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 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