-8.6%
PATH vs AHR
+21.3%
-29.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | +0.1% |
| 7D | -2.7% | +9.6% | -12.3% | -1.1% |
| 30D | -3.7% | +16.1% | -19.8% | -1.0% |
| 3M | -13.8% | +4.4% | -18.2% | -13.6% |
| 6M | +20.3% | +15.1% | +5.2% | +26.3% |
| YTD | -20.8% | +27.2% | -48.0% | -13.9% |
| All | -8.6% | +21.3% | -29.8% | +0.2% |
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