+37.2%
PATH vs KHC
+5.8%
+31.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.2% | -14.4% | -15.7% |
| 7D | -16.3% | -3.3% | -13.0% | -15.2% |
| 30D | +9.9% | -3.4% | +13.3% | +11.0% |
| 3M | +30.2% | +12.6% | +17.6% | +29.9% |
| 6M | +37.2% | +7.0% | +30.2% | +38.6% |
| All | +37.2% | +5.8% | +31.4% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 6mo: compounded portfolio wealth divided by compounded KHC 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…
6mo analysis · Full analysis span regression · 6 months rolling