+160.2%
KNX vs BUD
-22.3%
+182.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.3% | -1.7% |
| 7D | -5.6% | -2.6% | -2.9% | -4.9% |
| 30D | -4.4% | -1.2% | -3.2% | -4.1% |
| 3M | -17.3% | -4.9% | -12.4% | -16.3% |
| 6M | +22.6% | +9.3% | +13.4% | +19.7% |
| YTD | +31.1% | +24.0% | +7.2% | +24.0% |
| 1Y | +60.2% | +34.5% | +25.7% | +48.4% |
| 3Y | +35.8% | +43.7% | -7.9% | +21.9% |
| 5Y | +38.9% | +46.0% | -7.1% | +23.0% |
| All | +160.2% | -22.3% | +182.5% | +138.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling