-78.0%
PATH vs KMI
+158.6%
-236.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.0% | -16.4% |
| 7D | -16.3% | -0.5% | -15.8% | -16.1% |
| 30D | +9.9% | +0.9% | +9.0% | +9.4% |
| 3M | +30.2% | 0.0% | +30.2% | +29.4% |
| 6M | +37.2% | -5.7% | +42.9% | +39.0% |
| YTD | -7.3% | +17.5% | -24.8% | -15.1% |
| 1Y | +40.0% | +22.3% | +17.7% | +25.2% |
| 3Y | -4.4% | +111.9% | -116.3% | -37.3% |
| 5Y | -76.0% | +151.8% | -227.9% | -84.4% |
| All | -78.0% | +158.6% | -236.6% | -82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling