-8.1%
PATH vs AHR
+22.0%
-30.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.5% |
| 7D | +0.7% | +4.6% | -3.9% | +1.5% |
| 30D | -1.1% | +11.6% | -12.8% | +0.9% |
| 3M | -14.2% | +12.0% | -26.2% | -12.1% |
| 6M | +30.9% | +15.0% | +15.8% | +37.5% |
| YTD | -20.1% | +26.5% | -46.6% | -12.9% |
| 1Y | -8.1% | +25.0% | -33.1% | +0.8% |
| All | -8.1% | +22.0% | -30.1% | +0.8% |
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