+67.8%
KNX vs CVE
+107.0%
-39.2%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -0.5% | +1.6% | -2.1% | -0.5% |
| 30D | +1.0% | +11.7% | -10.7% | +1.1% |
| 3M | -12.6% | +18.2% | -30.8% | -12.6% |
| 6M | +21.1% | +48.8% | -27.7% | +18.8% |
| YTD | +33.2% | +99.4% | -66.2% | +27.3% |
| 1Y | +67.8% | +97.9% | -30.1% | +59.4% |
| All | +67.8% | +107.0% | -39.2% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 1y: compounded portfolio wealth divided by compounded CVE 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…
1y analysis · Full analysis span regression · 6 months rolling