+18.7%
PATH vs KWEB
-30.9%
+49.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.6% | -5.1% | -6.9% |
| 7D | -22.8% | -1.3% | -21.5% | -22.4% |
| 30D | -6.9% | -11.5% | +4.6% | -2.7% |
| 3M | +25.4% | -2.9% | +28.3% | +26.5% |
| 6M | +18.1% | -14.6% | +32.8% | +22.8% |
| YTD | -14.5% | -25.5% | +11.0% | -1.9% |
| 1Y | +18.7% | -31.1% | +49.8% | +45.8% |
| All | +18.7% | -30.9% | +49.7% | +45.8% |
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