+65.9%
KNX vs PSLV
+57.1%
+8.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +5.0% | +3.8% |
| 7D | +7.4% | -0.6% | +8.0% | +7.4% |
| 30D | +2.0% | +7.3% | -5.3% | +1.7% |
| 3M | -7.9% | -7.4% | -0.5% | -7.8% |
| 6M | +14.4% | -20.3% | +34.6% | +14.2% |
| YTD | +38.9% | -8.2% | +47.2% | +37.5% |
| 1Y | +65.9% | +57.9% | +8.0% | +61.4% |
| All | +65.9% | +57.1% | +8.8% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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