-45.4%
PATH vs AHR
+408.0%
-453.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -2.3% | +8.1% | -10.4% | -3.4% |
| 30D | -4.8% | +16.9% | -21.7% | -7.1% |
| 3M | -17.7% | +7.6% | -25.3% | -18.7% |
| 6M | +18.9% | +16.0% | +2.9% | +16.5% |
| YTD | -21.7% | +28.1% | -49.8% | -25.7% |
| 1Y | -9.6% | +22.8% | -32.5% | -13.2% |
| All | -45.4% | +408.0% | -453.3% | -65.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling