+169.7%
KNX vs AMC
-99.0%
+268.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.1% | -2.8% |
| 7D | +2.3% | -6.8% | +9.1% | +2.4% |
| 30D | +0.5% | +1.7% | -1.2% | +0.4% |
| 3M | -14.1% | +26.8% | -40.9% | -14.5% |
| 6M | +19.8% | +117.7% | -97.9% | +18.4% |
| YTD | +32.7% | +57.7% | -25.0% | +31.6% |
| 1Y | +62.3% | -12.5% | +74.8% | +61.8% |
| 3Y | +36.8% | -65.7% | +102.6% | +36.8% |
| 5Y | +41.8% | -99.5% | +141.3% | +43.4% |
| 10Y | +169.7% | -99.0% | +268.6% | +200.2% |
| All | +169.7% | -99.0% | +268.6% | +200.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling