+35.8%
KNX vs PNC
+131.1%
-95.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.1% | -1.9% |
| 7D | -5.6% | -0.6% | -5.0% | -5.2% |
| 30D | -4.4% | -4.4% | 0.0% | -1.7% |
| 3M | -17.3% | +5.2% | -22.6% | -20.1% |
| 6M | +22.6% | +20.6% | +2.0% | +8.5% |
| YTD | +31.1% | +19.8% | +11.4% | +16.2% |
| 1Y | +60.2% | +24.4% | +35.8% | +38.2% |
| 3Y | +35.8% | +131.2% | -95.5% | -8.4% |
| All | +35.8% | +131.1% | -95.4% | -8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling