-8.1%
PATH vs KWEB
-33.8%
+25.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -5.3% | +9.4% | -14.7% | -7.4% |
| 30D | -0.5% | +2.3% | -2.8% | -1.1% |
| 3M | -7.1% | -12.3% | +5.2% | -3.7% |
| 6M | +23.8% | -16.4% | +40.2% | +26.8% |
| YTD | -20.7% | -26.9% | +6.2% | -9.8% |
| 1Y | -8.1% | -33.2% | +25.1% | +14.4% |
| All | -8.1% | -33.8% | +25.8% | +14.4% |
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