-8.1%
PATH vs KMI
+19.6%
-27.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.3% |
| 7D | -5.3% | -10.8% | +5.4% | -9.0% |
| 30D | -0.5% | -5.0% | +4.5% | -2.1% |
| 3M | -7.1% | -3.4% | -3.8% | -8.0% |
| 6M | +23.8% | -3.4% | +27.2% | +22.4% |
| YTD | -20.7% | +13.1% | -33.8% | -24.0% |
| 1Y | -8.1% | +19.0% | -27.1% | -20.5% |
| All | -8.1% | +19.6% | -27.6% | -20.5% |
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