+97.6%
KNX vs AVAV
+339.7%
-242.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.4% |
| 7D | 0.0% | +9.9% | -9.8% | -1.3% |
| 30D | -3.3% | -5.4% | +2.1% | -2.9% |
| 3M | -8.7% | -36.5% | +27.8% | -3.8% |
| 6M | +1.3% | -25.3% | +26.6% | +3.2% |
| YTD | +20.4% | -48.6% | +69.0% | +26.6% |
| 1Y | +42.4% | -62.1% | +104.5% | +55.8% |
| 3Y | +30.1% | +2.3% | +27.7% | +17.6% |
| 5Y | +11.7% | +35.4% | -23.7% | -7.2% |
| All | +97.6% | +339.7% | -242.1% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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