+292.3%
KNX vs AMC
-97.6%
+389.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.7% | +6.0% | +3.4% |
| 7D | +9.2% | +3.5% | +5.7% | +9.2% |
| 30D | +0.9% | +12.5% | -11.5% | +0.7% |
| 3M | -12.7% | +23.6% | -36.3% | -13.1% |
| 6M | +7.3% | +144.4% | -137.0% | +5.5% |
| YTD | +23.1% | +108.3% | -85.2% | +21.1% |
| 1Y | +47.1% | +38.9% | +8.2% | +45.5% |
| 3Y | +33.3% | -58.9% | +92.1% | +32.9% |
| 5Y | +12.1% | -99.2% | +111.3% | +14.4% |
| 10Y | +106.9% | -98.8% | +205.7% | +153.2% |
| All | +292.3% | -97.6% | +389.9% | +279.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling