+12.0%
PATH vs KVUE
-17.7%
+29.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.9% | -5.9% | -7.7% |
| 7D | -22.8% | -1.9% | -20.8% | -22.7% |
| 30D | -6.9% | -3.3% | -3.6% | -6.8% |
| 3M | +25.4% | +6.0% | +19.5% | +25.5% |
| 6M | +18.1% | +2.3% | +15.8% | +18.4% |
| YTD | -14.5% | +10.3% | -24.9% | -14.6% |
| 1Y | +18.7% | +4.6% | +14.1% | +17.9% |
| 3Y | -24.2% | -2.2% | -22.0% | -26.5% |
| All | +12.0% | -17.7% | +29.7% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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