-8.1%
PATH vs KMI
+23.2%
-31.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | +0.1% |
| 7D | +0.7% | +6.0% | -5.3% | +2.6% |
| 30D | -1.1% | -3.4% | +2.3% | -2.2% |
| 3M | -14.2% | +1.8% | -15.9% | -13.6% |
| 6M | +30.9% | +0.4% | +30.4% | +31.8% |
| YTD | -20.1% | +20.8% | -40.9% | -22.0% |
| 1Y | -8.1% | +23.0% | -31.0% | -12.1% |
| All | -8.1% | +23.2% | -31.2% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling