-81.1%
PATH vs KGC
+210.0%
-291.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -3.8% |
| 7D | -5.6% | 0.0% | -5.5% | -5.7% |
| 30D | -0.7% | -9.3% | +8.6% | +0.7% |
| 3M | -5.9% | -15.9% | +10.0% | -3.6% |
| 6M | +21.6% | -24.9% | +46.4% | +25.9% |
| YTD | -20.6% | -23.0% | +2.4% | -19.3% |
| 1Y | -10.6% | -9.9% | -0.6% | -12.0% |
| 3Y | -24.9% | +301.2% | -326.1% | -50.3% |
| 5Y | -76.8% | +278.5% | -355.4% | -85.3% |
| All | -81.1% | +210.0% | -291.1% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling