+37.9%
KNX vs MUB
+7.4%
+30.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +1.1% |
| 7D | -0.5% | -1.2% | +0.7% | +0.8% |
| 30D | +1.0% | -2.8% | +3.8% | +4.1% |
| 3M | -12.6% | -3.1% | -9.6% | -9.7% |
| 6M | +21.1% | -2.9% | +23.9% | +24.9% |
| YTD | +33.2% | -2.0% | +35.2% | +36.7% |
| 1Y | +67.8% | 0.0% | +67.8% | +70.2% |
| All | +37.9% | +7.4% | +30.4% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling