-84.2%
KNDI vs SPY
+628.8%
-713.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.1% |
| 7D | -4.8% | -2.0% | -2.8% | -2.9% |
| 30D | -4.8% | -1.7% | -3.1% | -3.2% |
| 3M | -15.5% | +4.7% | -20.2% | -19.3% |
| 6M | -36.2% | +12.5% | -48.7% | -42.9% |
| YTD | -24.1% | +11.7% | -35.8% | -31.5% |
| 1Y | -56.5% | +17.5% | -74.0% | -62.6% |
| 3Y | -81.2% | +76.6% | -157.8% | -89.3% |
| 5Y | -87.0% | +82.0% | -169.0% | -92.8% |
| 10Y | -89.5% | +317.1% | -406.6% | -97.4% |
| All | -84.2% | +628.8% | -713.1% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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