-75.7%
PATH vs KMB
-8.4%
-67.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.6% | -15.0% | -16.4% |
| 7D | -16.3% | -3.0% | -13.3% | -15.9% |
| 30D | +9.9% | -5.5% | +15.4% | +10.7% |
| 3M | +30.2% | +14.0% | +16.2% | +28.7% |
| 6M | +37.2% | +4.1% | +33.1% | +37.1% |
| YTD | -7.3% | +8.0% | -15.4% | -8.0% |
| 1Y | +40.0% | -13.7% | +53.7% | +44.1% |
| 3Y | -4.4% | -5.9% | +1.5% | -5.8% |
| All | -75.7% | -8.4% | -67.3% | -78.2% |
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