-23.9%
PATH vs KWEB
-6.0%
-17.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.6% |
| 7D | +0.7% | -7.5% | +8.2% | +2.9% |
| 30D | -1.1% | -7.3% | +6.2% | +0.9% |
| 3M | -14.2% | -16.8% | +2.7% | -9.8% |
| 6M | +30.9% | -21.4% | +52.3% | +39.1% |
| YTD | -20.1% | -32.7% | +12.6% | -11.0% |
| 1Y | -8.1% | -38.2% | +30.1% | +5.1% |
| All | -23.9% | -6.0% | -17.9% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling