+21.4%
PATH vs KVUE
-16.1%
+37.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.6% |
| 7D | -16.3% | -2.2% | -14.1% | -16.2% |
| 30D | +9.9% | -3.7% | +13.6% | +10.1% |
| 3M | +30.2% | +12.3% | +17.9% | +30.0% |
| 6M | +37.2% | +5.4% | +31.8% | +37.3% |
| YTD | -7.3% | +12.4% | -19.8% | -7.5% |
| 1Y | +40.0% | -4.4% | +44.4% | +39.0% |
| 3Y | -4.4% | -7.5% | +3.1% | -11.3% |
| All | +21.4% | -16.1% | +37.6% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling