+439.2%
KNX vs BUD
+198.8%
+240.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.4% |
| 7D | +6.4% | +0.8% | +5.6% | +6.2% |
| 30D | +1.4% | -4.8% | +6.2% | +2.9% |
| 3M | -12.0% | +1.4% | -13.4% | -12.5% |
| 6M | +25.2% | +9.9% | +15.3% | +21.1% |
| YTD | +36.6% | +26.3% | +10.2% | +26.4% |
| 1Y | +67.6% | +36.1% | +31.4% | +51.3% |
| 3Y | +40.8% | +48.6% | -7.8% | +21.3% |
| 5Y | +43.3% | +45.0% | -1.7% | +22.7% |
| 10Y | +170.1% | -23.1% | +193.2% | +174.7% |
| All | +439.2% | +198.8% | +240.4% | +216.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BUD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling