-75.7%
PATH vs KGC
+450.1%
-525.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.3% | -14.4% | -16.3% |
| 7D | -16.3% | -1.3% | -15.0% | -16.1% |
| 30D | +9.9% | +20.3% | -10.4% | +6.6% |
| 3M | +30.2% | +8.1% | +22.1% | +28.0% |
| 6M | +37.2% | -8.8% | +46.0% | +37.7% |
| YTD | -7.3% | +10.1% | -17.4% | -10.9% |
| 1Y | +40.0% | +44.2% | -4.2% | +26.0% |
| 3Y | -4.4% | +533.0% | -537.4% | -44.2% |
| All | -75.7% | +450.1% | -525.8% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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