-81.0%
PATH vs KMI
+166.0%
-247.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.7% |
| 7D | +0.7% | +6.0% | -5.3% | -1.2% |
| 30D | -1.1% | -3.4% | +2.3% | -0.3% |
| 3M | -14.2% | +1.8% | -15.9% | -15.2% |
| 6M | +30.9% | +0.4% | +30.4% | +29.2% |
| YTD | -20.1% | +20.8% | -40.9% | -27.8% |
| 1Y | -8.1% | +23.0% | -31.0% | -17.5% |
| 3Y | -24.3% | +123.3% | -147.6% | -51.6% |
| 5Y | -75.6% | +149.8% | -225.4% | -84.4% |
| All | -81.0% | +166.0% | -247.0% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 10y: compounded portfolio wealth divided by compounded KMI 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…
10y analysis · Full analysis span regression · 6 months rolling