-76.8%
PATH vs RKT
-4.2%
-72.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.2% |
| 7D | -5.6% | +24.3% | -29.9% | -13.6% |
| 30D | -0.7% | +27.9% | -28.6% | -10.3% |
| 3M | -5.9% | +6.9% | -12.8% | -8.9% |
| 6M | +21.6% | +5.2% | +16.4% | +15.9% |
| YTD | -20.6% | -23.5% | +2.8% | -16.3% |
| 1Y | -10.6% | -9.1% | -1.5% | -12.9% |
| 3Y | -24.9% | +81.5% | -106.4% | -61.1% |
| 5Y | -76.8% | -2.0% | -74.8% | -85.5% |
| All | -76.8% | -4.2% | -72.7% | -85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling