-75.7%
PATH vs RKT
-6.6%
-69.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.2% |
| 7D | -16.3% | +2.1% | -18.4% | -17.0% |
| 30D | +9.9% | +1.4% | +8.5% | +9.3% |
| 3M | +30.2% | +6.3% | +23.9% | +25.8% |
| 6M | +37.2% | -15.5% | +52.7% | +41.8% |
| YTD | -7.3% | -27.4% | +20.1% | +0.5% |
| 1Y | +40.0% | -26.6% | +66.6% | +48.7% |
| 3Y | -4.4% | +41.2% | -45.6% | -41.9% |
| All | -75.7% | -6.6% | -69.0% | -83.2% |
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