+54.0%
KNX vs NVDX
+772.1%
-718.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | -5.6% | -10.2% | +4.6% | -5.0% |
| 30D | -4.4% | -7.3% | +2.9% | -4.1% |
| 3M | -17.3% | +5.5% | -22.9% | -17.9% |
| 6M | +22.6% | +18.3% | +4.3% | +20.7% |
| YTD | +31.1% | +11.4% | +19.7% | +29.0% |
| 1Y | +60.2% | +12.7% | +47.5% | +56.7% |
| All | +54.0% | +772.1% | -718.1% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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