-81.1%
PATH vs KKR
+95.8%
-176.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -1.7% |
| 7D | -5.6% | +2.6% | -8.2% | -7.3% |
| 30D | -0.7% | +8.4% | -9.1% | -6.2% |
| 3M | -5.9% | -6.8% | +0.9% | -1.7% |
| 6M | +21.6% | -3.3% | +24.8% | +22.8% |
| YTD | -20.6% | -22.5% | +1.8% | -8.5% |
| 1Y | -10.6% | -16.7% | +6.1% | -2.0% |
| 3Y | -24.9% | +64.2% | -89.1% | -58.3% |
| 5Y | -76.8% | +27.7% | -104.5% | -86.7% |
| All | -81.1% | +95.8% | -176.9% | -89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling