-6.1%
PATH vs KKR
+76.7%
-82.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.8% | -14.8% | -15.7% |
| 7D | -16.3% | -0.9% | -15.4% | -15.8% |
| 30D | +9.9% | +2.2% | +7.8% | +8.8% |
| 3M | +30.2% | +13.1% | +17.1% | +22.3% |
| 6M | +37.2% | +15.3% | +22.0% | +27.1% |
| YTD | -7.3% | -15.0% | +7.7% | -0.8% |
| 1Y | +40.0% | -21.0% | +61.0% | +54.6% |
| All | -6.1% | +76.7% | -82.8% | -47.4% |
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 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