-13.5%
PATH vs KRMN
+35.0%
-48.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.4% | +9.1% | +0.7% |
| 7D | +0.7% | +26.2% | -25.5% | -2.7% |
| 30D | -1.1% | +34.3% | -35.5% | -5.9% |
| 3M | -14.2% | -34.6% | +20.4% | -9.7% |
| 6M | +30.9% | -35.2% | +66.0% | +36.3% |
| YTD | -20.1% | -44.6% | +24.6% | -15.6% |
| 1Y | -8.1% | -40.2% | +32.1% | -4.9% |
| All | -13.5% | +35.0% | -48.5% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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