+14.0%
PATH vs KEYS
+95.6%
-81.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.2% |
| 7D | -24.6% | +2.9% | -27.5% | -24.5% |
| 30D | -13.0% | -1.3% | -11.6% | -12.9% |
| 3M | +26.2% | -0.1% | +26.4% | +26.0% |
| 6M | +13.4% | +17.4% | -4.0% | +9.5% |
| YTD | -17.2% | +62.9% | -80.1% | -33.2% |
| 1Y | +14.0% | +95.7% | -81.7% | -16.4% |
| All | +14.0% | +95.6% | -81.6% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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