+38.7%
KNX vs BEN
+36.0%
+2.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.6% | -3.1% | -2.5% | -4.2% |
| 30D | -4.4% | +0.2% | -4.6% | -4.5% |
| 3M | -17.3% | +6.8% | -24.2% | -20.2% |
| 6M | +22.6% | +38.1% | -15.5% | +4.2% |
| YTD | +31.1% | +44.3% | -13.2% | +9.0% |
| 1Y | +60.2% | +42.6% | +17.6% | +33.5% |
| 3Y | +35.8% | +52.3% | -16.6% | +6.9% |
| All | +38.7% | +36.0% | +2.7% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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