+3,386.7%
KNX vs FDS
+9,090.7%
-5,703.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.3% | +2.6% | -0.4% |
| 7D | +6.4% | -5.4% | +11.8% | +8.0% |
| 30D | +1.4% | +1.6% | -0.2% | +0.7% |
| 3M | -12.0% | +17.7% | -29.8% | -17.2% |
| 6M | +25.2% | +29.1% | -3.9% | +13.3% |
| YTD | +36.6% | +1.0% | +35.6% | +32.2% |
| 1Y | +67.6% | -21.6% | +89.2% | +74.0% |
| 3Y | +40.8% | -30.1% | +70.9% | +50.7% |
| 5Y | +43.3% | -20.7% | +64.1% | +46.9% |
| 10Y | +170.1% | +78.3% | +91.8% | +112.5% |
| All | +3,386.7% | +9,090.7% | -5,703.9% | +1,210.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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