-75.2%
PATH vs ACHR
-29.8%
-45.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.9% | +8.2% | +3.1% |
| 7D | +2.1% | -9.2% | +11.3% | +4.3% |
| 30D | +1.6% | -1.0% | +2.6% | +0.9% |
| 3M | -20.4% | -42.2% | +21.7% | -9.3% |
| 6M | +40.1% | -38.2% | +78.3% | +54.0% |
| YTD | -19.0% | -46.4% | +27.4% | -8.8% |
| 1Y | -5.8% | -49.4% | +43.6% | +7.9% |
| 3Y | -22.9% | -22.5% | -0.4% | -34.2% |
| All | -75.2% | -29.8% | -45.4% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling