+40.0%
PATH vs KIM
+9.1%
+30.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.3% | -15.3% | -16.7% |
| 7D | -16.3% | -0.8% | -15.6% | -16.3% |
| 30D | +9.9% | -5.1% | +15.0% | +9.5% |
| 3M | +30.2% | -0.6% | +30.8% | +30.7% |
| 6M | +37.2% | +2.4% | +34.8% | +37.0% |
| YTD | -7.3% | +19.0% | -26.3% | -11.9% |
| 1Y | +40.0% | +8.4% | +31.6% | +54.3% |
| All | +40.0% | +9.1% | +30.9% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 1y: compounded portfolio wealth divided by compounded KIM 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…
1y analysis · Full analysis span regression · 6 months rolling