-81.0%
PATH vs KMB
-5.8%
-75.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.6% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -1.4% | +10.2% | -11.6% | -2.5% |
| 3M | -16.4% | +1.5% | -17.9% | -16.6% |
| 6M | +23.3% | +16.6% | +6.6% | +22.0% |
| YTD | -19.8% | +12.1% | -31.9% | -20.5% |
| 1Y | -8.6% | +11.1% | -19.6% | -9.3% |
| 3Y | -24.0% | +1.9% | -26.0% | -25.8% |
| 5Y | -77.1% | -1.3% | -75.9% | -78.3% |
| All | -81.0% | -5.8% | -75.1% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling