-80.4%
PATH vs RKT
-19.7%
-60.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.7% | -5.8% | -0.3% |
| 7D | -4.8% | +29.7% | -34.5% | -14.0% |
| 30D | +2.7% | +28.5% | -25.9% | -7.1% |
| 3M | -4.2% | +6.4% | -10.6% | -7.0% |
| 6M | +24.7% | +7.1% | +17.6% | +18.4% |
| YTD | -17.6% | -22.5% | +4.9% | -13.6% |
| 1Y | -5.3% | -10.4% | +5.1% | -7.0% |
| 3Y | -22.0% | +83.8% | -105.8% | -56.5% |
| 5Y | -76.5% | -4.4% | -72.1% | -85.0% |
| All | -80.4% | -19.7% | -60.7% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling