-80.8%
PATH vs RKT
-26.7%
-54.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.1% | -9.0% | +11.0% | +5.5% |
| 30D | +1.6% | +30.2% | -28.6% | -8.5% |
| 3M | -20.4% | -8.8% | -11.6% | -18.4% |
| 6M | +40.1% | -0.9% | +41.1% | +37.5% |
| YTD | -19.0% | -29.2% | +10.1% | -12.4% |
| 1Y | -5.8% | -20.1% | +14.2% | -3.3% |
| 3Y | -22.9% | +81.3% | -104.3% | -57.5% |
| 5Y | -75.3% | -6.6% | -68.7% | -83.9% |
| All | -80.8% | -26.7% | -54.1% | -87.1% |
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