-80.4%
PATH vs KHC
-18.0%
-62.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -0.9% | +2.7% |
| 7D | -4.8% | +6.6% | -11.4% | -5.2% |
| 30D | +2.7% | +16.5% | -13.8% | +1.7% |
| 3M | -4.2% | -3.0% | -1.2% | -4.1% |
| 6M | +24.7% | +17.4% | +7.4% | +24.3% |
| YTD | -17.6% | +10.3% | -27.9% | -17.7% |
| 1Y | -5.3% | +12.5% | -17.8% | -5.6% |
| 3Y | -22.0% | -9.6% | -12.4% | -21.8% |
| 5Y | -76.5% | -12.0% | -64.6% | -75.3% |
| All | -80.4% | -18.0% | -62.4% | -77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling