-76.8%
PATH vs KORU
-45.6%
-31.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -37.4% | +33.7% | +1.7% |
| 7D | -5.6% | -48.7% | +43.1% | +2.3% |
| 30D | -0.7% | -68.9% | +68.2% | +14.6% |
| 3M | -5.9% | -64.6% | +58.7% | +2.8% |
| 6M | +21.6% | -82.2% | +103.7% | +24.6% |
| YTD | -20.6% | -28.1% | +7.4% | -54.1% |
| 1Y | -10.6% | -25.1% | +14.5% | -49.8% |
| 3Y | -24.9% | +98.5% | -123.4% | -75.1% |
| 5Y | -76.8% | -45.8% | -31.0% | -89.0% |
| All | -76.8% | -45.6% | -31.2% | -89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling