-8.1%
PATH vs RKT
-8.9%
+0.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.5% |
| 7D | -5.3% | +17.7% | -23.0% | -9.0% |
| 30D | -0.5% | +31.6% | -32.2% | -7.2% |
| 3M | -7.1% | +13.9% | -21.1% | -10.0% |
| 6M | +23.8% | +2.8% | +21.0% | +21.5% |
| YTD | -20.7% | -22.2% | +1.5% | -17.4% |
| 1Y | -8.1% | -3.5% | -4.5% | -6.3% |
| All | -8.1% | -8.9% | +0.8% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling