+4,934.8%
KNX vs GEN
+4,163.1%
+771.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.2% | +5.9% | +4.1% |
| 7D | +7.4% | -1.2% | +8.6% | +7.6% |
| 30D | +2.0% | +10.1% | -8.2% | +0.3% |
| 3M | -7.9% | +16.1% | -24.0% | -10.3% |
| 6M | +14.4% | +38.9% | -24.5% | +7.6% |
| YTD | +38.9% | +14.4% | +24.5% | +34.7% |
| 1Y | +65.9% | +5.9% | +60.0% | +62.9% |
| 3Y | +35.8% | +58.8% | -22.9% | +23.9% |
| 5Y | +43.3% | +24.7% | +18.7% | +34.3% |
| 10Y | +179.6% | +163.1% | +16.5% | +123.8% |
| All | +4,934.8% | +4,163.1% | +771.7% | +2,511.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling