+160.2%
KNX vs GEN
+159.8%
+0.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.7% |
| 7D | -5.6% | -1.3% | -4.3% | -5.3% |
| 30D | -4.4% | +6.1% | -10.5% | -5.7% |
| 3M | -17.3% | +27.0% | -44.3% | -21.7% |
| 6M | +22.6% | +43.9% | -21.2% | +12.2% |
| YTD | +31.1% | +13.0% | +18.2% | +26.5% |
| 1Y | +60.2% | +4.0% | +56.2% | +57.3% |
| 3Y | +35.8% | +66.2% | -30.4% | +19.3% |
| 5Y | +38.9% | +23.2% | +15.7% | +27.3% |
| All | +160.2% | +159.8% | +0.4% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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