+60.2%
KNX vs NXT
+23.4%
+36.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.7% |
| 7D | -5.6% | -1.9% | -3.7% | -5.4% |
| 30D | -4.4% | -20.0% | +15.6% | -2.6% |
| 3M | -17.3% | -30.7% | +13.4% | -15.0% |
| 6M | +22.6% | -29.0% | +51.6% | +25.2% |
| YTD | +31.1% | -4.8% | +36.0% | +32.7% |
| 1Y | +60.2% | +22.8% | +37.4% | +66.6% |
| All | +60.2% | +23.4% | +36.8% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling