-77.0%
PATH vs KKR
+26.6%
-103.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +1.2% |
| 7D | -5.3% | +2.2% | -7.5% | -6.9% |
| 30D | -0.5% | +7.6% | -8.1% | -5.8% |
| 3M | -7.1% | -6.5% | -0.7% | -3.1% |
| 6M | +23.8% | -3.9% | +27.7% | +25.6% |
| YTD | -20.7% | -23.9% | +3.2% | -6.9% |
| 1Y | -8.1% | -18.5% | +10.5% | +2.6% |
| 3Y | -21.8% | +65.8% | -87.6% | -59.9% |
| All | -77.0% | +26.6% | -103.6% | -86.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling