-44.2%
PATH vs AHR
+401.6%
-445.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +0.7% | +4.6% | -3.9% | 0.0% |
| 30D | -1.1% | +11.6% | -12.8% | -2.8% |
| 3M | -14.2% | +12.0% | -26.2% | -15.6% |
| 6M | +30.9% | +15.0% | +15.8% | +28.4% |
| YTD | -20.1% | +26.5% | -46.6% | -24.0% |
| 1Y | -8.1% | +25.0% | -33.1% | -12.4% |
| All | -44.2% | +401.6% | -445.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling