-76.8%
PATH vs KMB
+1.5%
-78.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.5% | -5.2% | -3.9% |
| 7D | -5.6% | +0.4% | -6.0% | -5.7% |
| 30D | -0.7% | +14.1% | -14.8% | -2.8% |
| 3M | -5.9% | -0.5% | -5.3% | -6.0% |
| 6M | +21.6% | +16.6% | +5.0% | +19.4% |
| YTD | -20.6% | +13.7% | -34.3% | -22.0% |
| 1Y | -10.6% | +16.1% | -26.6% | -12.6% |
| 3Y | -24.9% | +4.7% | -29.6% | -28.6% |
| 5Y | -76.8% | +1.5% | -78.4% | -79.4% |
| All | -76.8% | +1.5% | -78.3% | -79.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling