-80.4%
PATH vs KMB
-5.9%
-74.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.1% | -1.3% | +2.4% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | +2.7% | +14.0% | -11.4% | +1.2% |
| 3M | -4.2% | -1.3% | -2.9% | -4.2% |
| 6M | +24.7% | +16.7% | +8.1% | +23.5% |
| YTD | -17.6% | +12.0% | -29.6% | -18.2% |
| 1Y | -5.3% | +13.6% | -19.0% | -6.4% |
| 3Y | -22.0% | +3.1% | -25.1% | -24.0% |
| 5Y | -76.5% | +0.8% | -77.3% | -77.4% |
| All | -80.4% | -5.9% | -74.5% | -82.1% |
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