+495.1%
KNX vs EMB
+131.9%
+363.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | +6.4% | +0.3% | +6.1% | +6.2% |
| 30D | +1.4% | -0.5% | +1.9% | +1.7% |
| 3M | -12.0% | +0.3% | -12.4% | -12.1% |
| 6M | +25.2% | +1.2% | +24.0% | +24.5% |
| YTD | +36.6% | +1.5% | +35.1% | +35.8% |
| 1Y | +67.6% | +4.8% | +62.8% | +63.9% |
| 3Y | +40.8% | +30.4% | +10.5% | +23.9% |
| 5Y | +43.3% | +7.3% | +36.1% | +35.6% |
| 10Y | +170.1% | +29.7% | +140.4% | +139.9% |
| All | +495.1% | +131.9% | +363.2% | +324.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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