-21.8%
PATH vs ACHR
-19.6%
-2.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.7% | -14.8% | -3.5% |
| 7D | -5.3% | +5.7% | -11.0% | -6.8% |
| 30D | -0.5% | -4.9% | +4.4% | +0.1% |
| 3M | -7.1% | -15.1% | +8.0% | -4.3% |
| 6M | +23.8% | -30.7% | +54.5% | +31.8% |
| YTD | -20.7% | -41.0% | +20.3% | -13.3% |
| 1Y | -8.1% | -50.0% | +41.9% | +4.2% |
| 3Y | -21.8% | -17.0% | -4.8% | -23.7% |
| All | -21.8% | -19.6% | -2.3% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling