-76.8%
PATH vs KRE
+11.7%
-88.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.5% | -1.2% | -1.9% |
| 7D | -5.6% | -0.8% | -4.8% | -5.1% |
| 30D | -0.7% | +3.2% | -3.9% | -3.1% |
| 3M | -5.9% | -6.0% | +0.1% | -1.7% |
| 6M | +21.6% | +4.6% | +17.0% | +16.8% |
| YTD | -20.6% | +13.5% | -34.1% | -29.5% |
| 1Y | -10.6% | +22.2% | -32.8% | -25.3% |
| 3Y | -24.9% | +79.8% | -104.7% | -56.9% |
| 5Y | -76.8% | +11.2% | -88.0% | -77.7% |
| All | -76.8% | +11.7% | -88.5% | -77.7% |
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