-5.3%
PATH vs KWEB
-34.1%
+28.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.6% | +1.8% |
| 7D | -4.8% | +5.8% | -10.6% | -6.1% |
| 30D | +2.7% | -1.0% | +3.6% | +2.9% |
| 3M | -4.2% | -15.8% | +11.6% | +0.5% |
| 6M | +24.7% | -14.9% | +39.7% | +27.0% |
| YTD | -17.6% | -28.6% | +11.0% | -5.7% |
| 1Y | -5.3% | -33.9% | +28.6% | +16.2% |
| All | -5.3% | -34.1% | +28.8% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1y: compounded portfolio wealth divided by compounded KWEB 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…
1y analysis · Full analysis span regression · 6 months rolling