-75.2%
PATH vs KRE
+11.4%
-86.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +2.1% | +0.7% | +1.3% | +1.5% |
| 30D | +1.6% | +6.1% | -4.5% | -2.9% |
| 3M | -20.4% | -5.9% | -14.5% | -16.9% |
| 6M | +40.1% | +9.6% | +30.5% | +30.0% |
| YTD | -19.0% | +14.2% | -33.2% | -28.4% |
| 1Y | -5.8% | +22.5% | -28.3% | -21.4% |
| 3Y | -22.9% | +90.4% | -113.3% | -57.9% |
| All | -75.2% | +11.4% | -86.6% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling