+102.1%
KNX vs ARWR
+1,024.2%
-922.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +3.2% |
| 7D | +9.2% | -17.8% | +27.1% | +11.0% |
| 30D | +0.9% | -18.1% | +19.1% | +2.5% |
| 3M | -12.7% | -44.2% | +31.5% | -8.3% |
| 6M | +7.3% | -38.6% | +46.0% | +11.4% |
| YTD | +23.1% | -28.0% | +51.1% | +25.4% |
| 1Y | +47.1% | +16.1% | +30.9% | +43.0% |
| 3Y | +33.3% | +84.0% | -50.7% | +20.0% |
| 5Y | +12.1% | -35.4% | +47.5% | +5.6% |
| All | +102.1% | +1,024.2% | -922.1% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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