+41.8%
KNX vs AVAV
+33.5%
+8.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.4% | +2.5% | -2.3% |
| 7D | +2.3% | -3.2% | +5.5% | +2.6% |
| 30D | +0.5% | -25.6% | +26.0% | +3.2% |
| 3M | -14.1% | -20.2% | +6.1% | -12.9% |
| 6M | +19.8% | -38.1% | +57.8% | +23.8% |
| YTD | +32.7% | -41.8% | +74.5% | +36.6% |
| 1Y | +62.3% | -39.0% | +101.4% | +65.2% |
| 3Y | +36.8% | +24.1% | +12.8% | +23.9% |
| 5Y | +41.8% | +53.0% | -11.3% | +22.3% |
| All | +41.8% | +33.5% | +8.2% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling