-8.6%
PATH vs KKR
-20.0%
+11.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.8% | -1.0% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -3.7% | +7.9% | -11.6% | -7.5% |
| 3M | -13.8% | -4.4% | -9.3% | -11.6% |
| 6M | +20.3% | -4.0% | +24.2% | +23.0% |
| YTD | -20.8% | -22.6% | +1.8% | -12.3% |
| All | -8.6% | -20.0% | +11.4% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling