+37.4%
KNX vs ACWI
+75.1%
-37.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -17.9% |
| 6M | +19.8% | +12.7% | +7.1% | +5.2% |
| YTD | +32.7% | +13.9% | +18.8% | +15.3% |
| 1Y | +62.3% | +20.5% | +41.8% | +32.6% |
| All | +37.4% | +75.1% | -37.8% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling