+443.1%
EWZ vs KNX
+2,832.4%
-2,389.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.6% | +2.5% |
| 7D | +5.6% | +6.4% | -0.8% | +3.6% |
| 30D | +9.3% | +1.4% | +7.9% | +8.6% |
| 3M | +15.7% | -12.0% | +27.7% | +19.5% |
| 6M | +7.4% | +25.2% | -17.7% | -0.8% |
| YTD | +22.7% | +36.6% | -13.9% | +9.8% |
| 1Y | +36.4% | +67.6% | -31.2% | +13.6% |
| 3Y | +50.4% | +40.8% | +9.6% | +27.7% |
| 5Y | +67.6% | +43.3% | +24.3% | +36.8% |
| 10Y | +84.1% | +170.1% | -86.0% | +13.0% |
| All | +443.1% | +2,832.4% | -2,389.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded KNX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling