+62.3%
KNX vs AMC
-12.8%
+75.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.1% | -2.6% |
| 7D | +2.3% | -6.8% | +9.1% | +2.6% |
| 30D | +0.5% | +1.7% | -1.2% | +0.4% |
| 3M | -14.1% | +26.8% | -40.9% | -16.1% |
| 6M | +19.8% | +117.7% | -97.9% | +10.6% |
| YTD | +32.7% | +57.7% | -25.0% | +24.3% |
| 1Y | +62.3% | -12.5% | +74.8% | +44.5% |
| All | +62.3% | -12.8% | +75.1% | +44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling