+8.5%
KNX vs LCID
-99.3%
+107.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.3% | +10.3% | 0.0% |
| 7D | +3.8% | +9.2% | -5.4% | +2.9% |
| 30D | -2.0% | -3.0% | +1.0% | -2.1% |
| 3M | -13.2% | -50.2% | +37.1% | -8.1% |
| 6M | +3.6% | -45.8% | +49.5% | +7.1% |
| YTD | +19.1% | -69.2% | +88.4% | +29.1% |
| 1Y | +39.5% | -80.4% | +119.9% | +57.5% |
| 3Y | +28.7% | -91.4% | +120.2% | +49.9% |
| 5Y | +8.5% | -99.3% | +107.8% | +43.4% |
| All | +8.5% | -99.3% | +107.8% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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