+41.1%
KNX vs GEN
+21.5%
+19.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | -0.5% | -4.3% | +3.9% | +0.5% |
| 30D | +1.0% | +3.8% | -2.7% | +0.1% |
| 3M | -12.6% | +22.3% | -34.9% | -16.9% |
| 6M | +21.1% | +39.0% | -17.9% | +11.1% |
| YTD | +33.2% | +11.9% | +21.3% | +29.0% |
| 1Y | +67.8% | +4.5% | +63.3% | +65.3% |
| 3Y | +37.3% | +59.0% | -21.7% | +21.2% |
| 5Y | +41.1% | +22.0% | +19.1% | +24.5% |
| All | +41.1% | +21.5% | +19.6% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling