-78.0%
PATH vs KMB
-9.2%
-68.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.8% | -13.9% | -16.3% |
| 7D | -16.3% | -4.2% | -12.1% | -15.9% |
| 30D | +9.9% | -6.6% | +16.5% | +10.6% |
| 3M | +30.2% | +12.6% | +17.5% | +29.6% |
| 6M | +37.2% | +2.9% | +34.4% | +37.6% |
| YTD | -7.3% | +6.8% | -14.1% | -7.5% |
| 1Y | +40.0% | -14.8% | +54.8% | +43.3% |
| 3Y | -4.4% | -7.1% | +2.7% | -4.9% |
| 5Y | -76.0% | -8.6% | -67.4% | -77.5% |
| All | -78.0% | -9.2% | -68.8% | -79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling