-21.8%
PATH vs KORU
+78.5%
-100.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.8% | -5.9% | -0.5% |
| 7D | -5.3% | -35.0% | +29.7% | -3.2% |
| 30D | -0.5% | -65.5% | +65.0% | +5.4% |
| 3M | -7.1% | -58.9% | +51.8% | -4.4% |
| 6M | +23.8% | -83.5% | +107.3% | +27.6% |
| YTD | -20.7% | -23.9% | +3.2% | -44.4% |
| 1Y | -8.1% | -12.4% | +4.4% | -38.4% |
| 3Y | -21.8% | +82.1% | -103.9% | -60.4% |
| All | -21.8% | +78.5% | -100.4% | -60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling