-80.8%
PATH vs KKR
+95.3%
-176.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.7% |
| 7D | +2.1% | +1.6% | +0.4% | +0.9% |
| 30D | +1.6% | +14.5% | -12.9% | -7.5% |
| 3M | -20.4% | -15.0% | -5.5% | -11.8% |
| 6M | +40.1% | +1.0% | +39.1% | +37.3% |
| YTD | -19.0% | -22.6% | +3.6% | -6.6% |
| 1Y | -5.8% | -18.2% | +12.4% | +4.4% |
| 3Y | -22.9% | +56.4% | -79.3% | -55.5% |
| 5Y | -75.3% | +29.6% | -104.8% | -85.8% |
| All | -80.8% | +95.3% | -176.0% | -89.5% |
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