+169.7%
KNX vs AMBA
+2.6%
+167.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +8.4% | -11.2% | -4.2% |
| 7D | +2.3% | +2.5% | -0.1% | +1.7% |
| 30D | +0.5% | -16.1% | +16.6% | +3.3% |
| 3M | -14.1% | +4.6% | -18.8% | -16.5% |
| 6M | +19.8% | +29.2% | -9.4% | +10.6% |
| YTD | +32.7% | -2.9% | +35.6% | +28.1% |
| 1Y | +62.3% | -18.7% | +81.0% | +59.9% |
| 3Y | +36.8% | +14.9% | +22.0% | +21.1% |
| 5Y | +41.8% | -53.0% | +94.7% | +35.1% |
| 10Y | +169.7% | +8.3% | +161.3% | +90.5% |
| All | +169.7% | +2.6% | +167.1% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMBA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling