-81.0%
PATH vs KKR
+99.2%
-180.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.9% |
| 7D | -2.7% | -1.3% | -1.5% | -2.0% |
| 30D | -1.4% | +9.3% | -10.7% | -7.4% |
| 3M | -16.4% | -9.8% | -6.6% | -10.7% |
| 6M | +23.3% | +1.0% | +22.3% | +20.9% |
| YTD | -19.8% | -21.1% | +1.2% | -8.7% |
| 1Y | -8.6% | -17.0% | +8.4% | +0.4% |
| 3Y | -24.0% | +60.6% | -84.7% | -56.9% |
| 5Y | -77.1% | +33.6% | -110.7% | -87.1% |
| All | -81.0% | +99.2% | -180.2% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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