-77.0%
PATH vs KORU
-42.6%
-34.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.8% | -5.9% | -0.9% |
| 7D | -5.3% | -35.0% | +29.7% | -0.7% |
| 30D | -0.5% | -65.5% | +65.0% | +13.0% |
| 3M | -7.1% | -58.9% | +51.8% | -0.8% |
| 6M | +23.8% | -83.5% | +107.3% | +30.6% |
| YTD | -20.7% | -23.9% | +3.2% | -54.5% |
| 1Y | -8.1% | -12.4% | +4.4% | -50.5% |
| 3Y | -21.8% | +82.1% | -103.9% | -72.4% |
| All | -77.0% | -42.6% | -34.4% | -89.2% |
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