+79.6%
KNX vs LCID
-95.5%
+175.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | +6.4% | +1.8% | +4.6% | +6.3% |
| 30D | +1.4% | -34.2% | +35.6% | +4.1% |
| 3M | -12.0% | -9.1% | -2.9% | -12.5% |
| 6M | +25.2% | -52.6% | +77.8% | +29.7% |
| YTD | +36.6% | -56.2% | +92.8% | +41.9% |
| 1Y | +67.6% | -74.9% | +142.5% | +80.2% |
| 3Y | +40.8% | -92.1% | +132.9% | +57.4% |
| 5Y | +43.3% | -97.6% | +140.9% | +66.6% |
| All | +79.6% | -95.5% | +175.1% | +101.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling