-81.1%
PATH vs ACHR
-60.6%
-20.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.1% | +2.4% | -2.1% |
| 7D | -5.6% | -11.6% | +6.1% | -2.5% |
| 30D | -0.7% | -16.8% | +16.1% | +3.9% |
| 3M | -5.9% | -25.6% | +19.7% | +1.0% |
| 6M | +21.6% | -33.7% | +55.3% | +31.7% |
| YTD | -20.6% | -48.5% | +27.9% | -9.0% |
| 1Y | -10.6% | -59.6% | +49.0% | +9.0% |
| 3Y | -24.9% | -29.3% | +4.4% | -33.6% |
| 5Y | -76.8% | -38.5% | -38.4% | -84.2% |
| All | -81.1% | -60.6% | -20.5% | -85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling