-9.6%
PATH vs KVYO
-49.4%
+39.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -5.8% | -10.8% | -14.2% |
| 7D | -16.3% | -7.6% | -8.7% | -13.2% |
| 30D | +9.9% | -3.6% | +13.5% | +11.0% |
| 3M | +30.2% | +17.9% | +12.2% | +21.3% |
| 6M | +37.2% | -4.7% | +41.9% | +33.2% |
| YTD | -7.3% | -42.7% | +35.4% | +8.9% |
| 1Y | +40.0% | -40.3% | +80.3% | +60.1% |
| All | -9.6% | -49.4% | +39.8% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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