+60.2%
KNX vs FND
-45.3%
+105.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.8% |
| 7D | -5.6% | -5.8% | +0.2% | -3.9% |
| 30D | -4.4% | -20.2% | +15.8% | +2.2% |
| 3M | -17.3% | -12.0% | -5.4% | -14.8% |
| 6M | +22.6% | -18.5% | +41.1% | +29.8% |
| YTD | +31.1% | -22.3% | +53.4% | +40.0% |
| 1Y | +60.2% | -47.6% | +107.8% | +116.3% |
| All | +60.2% | -45.3% | +105.5% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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