-21.8%
PATH vs KRE
+79.7%
-101.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.5% | -1.2% | -2.2% |
| 7D | -5.6% | -0.8% | -4.8% | -5.2% |
| 30D | -0.7% | +3.2% | -3.9% | -2.6% |
| 3M | -5.9% | -6.0% | +0.1% | -2.4% |
| 6M | +21.6% | +4.6% | +17.0% | +17.8% |
| YTD | -20.6% | +13.5% | -34.1% | -28.0% |
| 1Y | -10.6% | +22.2% | -32.8% | -23.1% |
| All | -21.8% | +79.7% | -101.4% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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