+393.2%
KNX vs AVAV
+478.6%
-85.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.7% | +5.5% | +4.1% |
| 7D | +7.4% | -2.2% | +9.6% | +7.8% |
| 30D | +2.0% | -13.9% | +15.9% | +4.2% |
| 3M | -7.9% | -29.2% | +21.4% | -3.9% |
| 6M | +14.4% | -36.1% | +50.5% | +20.3% |
| YTD | +38.9% | -40.2% | +79.1% | +45.2% |
| 1Y | +65.9% | -36.2% | +102.1% | +69.5% |
| 3Y | +35.8% | +47.5% | -11.7% | +12.8% |
| 5Y | +43.3% | +39.3% | +4.1% | +14.7% |
| 10Y | +179.6% | +482.6% | -302.9% | +49.8% |
| All | +393.2% | +478.6% | -85.4% | +128.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling