-80.4%
PATH vs KGC
+207.5%
-288.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.5% | -4.6% | +1.7% |
| 7D | -4.8% | -6.8% | +2.0% | -3.8% |
| 30D | +2.7% | -9.2% | +11.8% | +4.1% |
| 3M | -4.2% | -9.1% | +4.9% | -3.1% |
| 6M | +24.7% | -25.7% | +50.4% | +29.4% |
| YTD | -17.6% | -23.6% | +6.1% | -16.1% |
| 1Y | -5.3% | -4.3% | -1.0% | -7.9% |
| 3Y | -22.0% | +298.1% | -320.1% | -48.3% |
| 5Y | -76.5% | +288.1% | -364.6% | -85.1% |
| All | -80.4% | +207.5% | -288.0% | -87.2% |
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