+40.0%
PATH vs KORU
+487.7%
-447.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +13.4% | -30.1% | -16.7% |
| 7D | -16.3% | +13.0% | -29.3% | -16.4% |
| 30D | +9.9% | +27.3% | -17.4% | +9.7% |
| 3M | +30.2% | -55.3% | +85.4% | +31.5% |
| 6M | +37.2% | +11.6% | +25.6% | +34.1% |
| YTD | -7.3% | +158.5% | -165.9% | -20.7% |
| 1Y | +40.0% | +482.2% | -442.2% | +11.9% |
| All | +40.0% | +487.7% | -447.7% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 1y: compounded portfolio wealth divided by compounded KORU 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…
1y analysis · Full analysis span regression · 6 months rolling