-21.8%
PATH vs KKR
+61.4%
-83.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.8% |
| 7D | -5.3% | +2.2% | -7.5% | -6.4% |
| 30D | -0.5% | +7.6% | -8.1% | -4.3% |
| 3M | -7.1% | -6.5% | -0.7% | -4.1% |
| 6M | +23.8% | -3.9% | +27.7% | +25.6% |
| YTD | -20.7% | -23.9% | +3.2% | -10.8% |
| 1Y | -8.1% | -18.5% | +10.5% | -0.1% |
| 3Y | -21.8% | +65.8% | -87.6% | -38.0% |
| All | -21.8% | +61.4% | -83.2% | -38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling