-81.2%
PATH vs KMX
-59.6%
-21.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.1% | +0.9% |
| 7D | -5.3% | -7.4% | +2.1% | -2.1% |
| 30D | -0.5% | -3.4% | +2.8% | +0.4% |
| 3M | -7.1% | -11.3% | +4.2% | -2.9% |
| 6M | +23.8% | +30.6% | -6.8% | +6.2% |
| YTD | -20.7% | +33.2% | -53.9% | -34.7% |
| 1Y | -8.1% | +66.7% | -74.8% | -32.8% |
| 3Y | -21.8% | -22.1% | +0.2% | -21.1% |
| 5Y | -76.8% | -66.7% | -10.1% | -70.8% |
| All | -81.2% | -59.6% | -21.5% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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