-81.2%
PATH vs RKT
-19.5%
-61.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.7% |
| 7D | -5.3% | +17.7% | -23.0% | -11.1% |
| 30D | -0.5% | +31.6% | -32.2% | -10.8% |
| 3M | -7.1% | +13.9% | -21.1% | -12.0% |
| 6M | +23.8% | +2.8% | +21.0% | +19.5% |
| YTD | -20.7% | -22.2% | +1.5% | -17.0% |
| 1Y | -8.1% | -3.5% | -4.5% | -12.3% |
| 3Y | -21.8% | +95.3% | -117.1% | -57.9% |
| 5Y | -76.8% | -0.4% | -76.4% | -85.4% |
| All | -81.2% | -19.5% | -61.7% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling