+40.0%
PATH vs AHR
+33.1%
+6.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.9% | -14.8% | -17.0% |
| 7D | -16.3% | -1.5% | -14.8% | -16.6% |
| 30D | +9.9% | -1.4% | +11.3% | +9.3% |
| 3M | +30.2% | +18.6% | +11.6% | +39.8% |
| 6M | +37.2% | +6.6% | +30.6% | +43.7% |
| YTD | -7.3% | +17.5% | -24.8% | -1.6% |
| 1Y | +40.0% | +30.9% | +9.1% | +48.0% |
| All | +40.0% | +33.1% | +6.9% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling