+41.4%
KNX vs AVAV
+31.4%
+10.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.5% | -1.9% |
| 7D | +6.4% | +3.2% | +3.2% | +6.1% |
| 30D | +1.4% | -20.3% | +21.7% | +3.3% |
| 3M | -12.0% | -19.4% | +7.4% | -10.8% |
| 6M | +25.2% | -35.3% | +60.4% | +28.7% |
| YTD | +36.6% | -38.5% | +75.1% | +39.6% |
| 1Y | +67.6% | -37.2% | +104.8% | +69.6% |
| All | +41.4% | +31.4% | +10.0% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling