+4,711.0%
KNX vs BEN
+1,663.5%
+3,047.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.2% |
| 7D | +2.3% | +3.4% | -1.0% | +1.1% |
| 30D | +0.5% | +1.8% | -1.3% | -0.2% |
| 3M | -14.1% | +8.4% | -22.5% | -17.0% |
| 6M | +19.8% | +35.6% | -15.9% | +6.0% |
| YTD | +32.7% | +46.4% | -13.6% | +14.1% |
| 1Y | +62.3% | +46.3% | +16.0% | +39.2% |
| 3Y | +36.8% | +54.6% | -17.8% | +13.3% |
| 5Y | +41.8% | +39.4% | +2.4% | +19.5% |
| 10Y | +169.7% | +57.6% | +112.1% | +104.3% |
| All | +4,711.0% | +1,663.5% | +3,047.5% | +2,158.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling