+43.3%
KNX vs PR
+409.5%
-366.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -1.8% |
| 7D | +6.4% | -0.6% | +7.0% | +6.5% |
| 30D | +1.4% | +17.4% | -16.0% | -0.9% |
| 3M | -12.0% | +21.8% | -33.8% | -14.6% |
| 6M | +25.2% | +27.6% | -2.4% | +20.2% |
| YTD | +36.6% | +71.4% | -34.8% | +25.3% |
| 1Y | +67.6% | +78.3% | -10.7% | +52.4% |
| 3Y | +40.8% | +85.5% | -44.7% | +25.8% |
| 5Y | +43.3% | +422.7% | -379.3% | +15.4% |
| All | +43.3% | +409.5% | -366.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PR 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling