+281.9%
KNX vs AMC
-97.5%
+379.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.0% |
| 7D | -1.1% | +5.5% | -6.6% | -1.2% |
| 30D | -3.7% | +16.1% | -19.8% | -3.9% |
| 3M | -9.3% | +43.0% | -52.3% | -9.8% |
| 6M | -2.5% | +130.7% | -133.2% | -4.1% |
| YTD | +19.8% | +121.8% | -102.0% | +17.8% |
| 1Y | +37.3% | +40.7% | -3.4% | +35.8% |
| 3Y | +29.5% | -56.8% | +86.3% | +29.0% |
| 5Y | +11.5% | -99.1% | +110.6% | +13.6% |
| 10Y | +106.0% | -98.7% | +204.6% | +149.2% |
| All | +281.9% | -97.5% | +379.4% | +269.4% |
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