-44.0%
PATH vs AHR
+406.6%
-450.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | -2.7% | +5.1% | -7.8% | -3.5% |
| 30D | -1.4% | +12.8% | -14.1% | -3.2% |
| 3M | -16.4% | +13.0% | -29.4% | -17.9% |
| 6M | +23.3% | +18.7% | +4.6% | +20.2% |
| YTD | -19.8% | +27.8% | -47.6% | -23.9% |
| 1Y | -8.6% | +22.9% | -31.5% | -12.2% |
| All | -44.0% | +406.6% | -450.7% | -64.3% |
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