+62.3%
KNX vs ACWI
+20.9%
+41.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.2% |
| 7D | +2.3% | 0.0% | +2.3% | +2.4% |
| 30D | +0.5% | -0.6% | +1.1% | +1.2% |
| 3M | -14.1% | +4.3% | -18.4% | -17.6% |
| 6M | +19.8% | +12.7% | +7.1% | +5.6% |
| YTD | +32.7% | +13.9% | +18.8% | +15.7% |
| 1Y | +62.3% | +20.5% | +41.8% | +32.2% |
| All | +62.3% | +20.9% | +41.5% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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