+65.9%
KNX vs PNC
+23.0%
+42.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +7.4% | +1.4% | +6.0% | +6.6% |
| 30D | +2.0% | -3.8% | +5.8% | +3.9% |
| 3M | -7.9% | +9.0% | -16.9% | -11.9% |
| 6M | +14.4% | +16.6% | -2.3% | +5.1% |
| YTD | +38.9% | +20.4% | +18.5% | +26.4% |
| 1Y | +65.9% | +22.3% | +43.6% | +41.6% |
| All | +65.9% | +23.0% | +42.9% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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