-81.2%
PATH vs ACHR
-54.8%
-26.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.7% | -14.8% | -4.0% |
| 7D | -5.3% | +5.7% | -11.0% | -7.0% |
| 30D | -0.5% | -4.9% | +4.4% | +0.1% |
| 3M | -7.1% | -15.1% | +8.0% | -4.1% |
| 6M | +23.8% | -30.7% | +54.5% | +32.5% |
| YTD | -20.7% | -41.0% | +20.3% | -12.6% |
| 1Y | -8.1% | -50.0% | +41.9% | +5.7% |
| 3Y | -21.8% | -17.0% | -4.8% | -34.0% |
| 5Y | -76.8% | -29.4% | -47.4% | -84.9% |
| All | -81.2% | -54.8% | -26.3% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling