-80.4%
PATH vs KORU
-47.8%
-32.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.3% | +8.2% | +3.7% |
| 7D | -4.8% | -24.3% | +19.5% | -1.1% |
| 30D | +2.7% | -54.2% | +56.9% | +13.8% |
| 3M | -4.2% | -45.4% | +41.3% | -0.2% |
| 6M | +24.7% | -66.5% | +91.2% | +15.8% |
| YTD | -17.6% | +14.9% | -32.5% | -54.6% |
| 1Y | -5.3% | +22.5% | -27.9% | -49.8% |
| 3Y | -22.0% | +217.0% | -239.0% | -75.0% |
| 5Y | -76.5% | -13.7% | -62.8% | -89.2% |
| All | -80.4% | -47.8% | -32.7% | -90.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling