+342.6%
KNX vs AMC
-98.1%
+440.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.3% | -0.6% | +3.7% |
| 7D | +7.4% | +2.3% | +5.1% | +7.3% |
| 30D | +2.0% | -0.7% | +2.7% | +2.0% |
| 3M | -7.9% | +35.2% | -43.1% | -8.5% |
| 6M | +14.4% | +124.6% | -110.2% | +12.5% |
| YTD | +38.9% | +69.9% | -31.0% | +37.2% |
| 1Y | +65.9% | -2.6% | +68.5% | +65.0% |
| 3Y | +35.8% | -79.8% | +115.6% | +36.5% |
| 5Y | +43.3% | -99.4% | +142.7% | +46.8% |
| 10Y | +179.6% | -98.9% | +278.5% | +230.3% |
| All | +342.6% | -98.1% | +440.7% | +330.2% |
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 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