-77.4%
PATH vs ACHR
-21.9%
-55.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.3% | -8.5% | -2.4% |
| 7D | -2.7% | +15.3% | -18.0% | -6.7% |
| 30D | -3.7% | -3.0% | -0.7% | -3.6% |
| 3M | -13.8% | -14.0% | +0.2% | -11.3% |
| 6M | +20.3% | -25.8% | +46.1% | +26.4% |
| YTD | -20.8% | -36.0% | +15.2% | -14.6% |
| 1Y | -9.2% | -41.2% | +32.0% | +0.1% |
| 3Y | -21.8% | -8.6% | -13.2% | -36.0% |
| 5Y | -77.4% | -20.6% | -56.8% | -86.8% |
| All | -77.4% | -21.9% | -55.5% | -86.8% |
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