+35.8%
KNX vs NVD
-99.1%
+134.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | -5.6% | +10.8% | -16.4% | -4.9% |
| 30D | -4.4% | +0.8% | -5.2% | -4.1% |
| 3M | -17.3% | -20.8% | +3.5% | -18.0% |
| 6M | +22.6% | -41.2% | +63.8% | +20.2% |
| YTD | +31.1% | -44.2% | +75.3% | +28.4% |
| 1Y | +60.2% | -54.2% | +114.4% | +55.7% |
| 3Y | +35.8% | -99.1% | +134.9% | +15.1% |
| All | +35.8% | -99.1% | +134.9% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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