-81.2%
PATH vs KR
+102.4%
-183.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.1% |
| 7D | -2.7% | -0.5% | -2.2% | -2.8% |
| 30D | -3.7% | +10.3% | -14.0% | -2.7% |
| 3M | -13.8% | +20.7% | -34.5% | -12.1% |
| 6M | +20.3% | +4.9% | +15.4% | +20.5% |
| YTD | -20.8% | +10.7% | -31.5% | -19.8% |
| 1Y | -9.2% | +7.2% | -16.4% | -8.4% |
| 3Y | -21.8% | +65.7% | -87.4% | -19.3% |
| 5Y | -77.4% | +80.8% | -158.2% | -76.2% |
| All | -81.2% | +102.4% | -183.5% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 10y: compounded portfolio wealth divided by compounded KR 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…
10y analysis · Full analysis span regression · 6 months rolling