-81.2%
PATH vs KMI
+148.9%
-230.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | -5.3% | -10.8% | +5.4% | -1.9% |
| 30D | -0.5% | -5.0% | +4.5% | +0.7% |
| 3M | -7.1% | -3.4% | -3.8% | -6.8% |
| 6M | +23.8% | -3.4% | +27.2% | +23.4% |
| YTD | -20.7% | +13.1% | -33.8% | -26.8% |
| 1Y | -8.1% | +19.0% | -27.1% | -17.0% |
| 3Y | -21.8% | +106.1% | -128.0% | -48.6% |
| 5Y | -76.8% | +130.1% | -206.9% | -84.9% |
| All | -81.2% | +148.9% | -230.1% | -85.2% |
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