+65.4%
KNX vs RMD
-14.6%
+80.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.8% | +3.6% |
| 7D | +7.1% | -5.0% | +12.0% | +8.2% |
| 30D | +1.7% | +2.2% | -0.6% | +1.2% |
| 3M | -8.1% | +17.8% | -26.0% | -12.3% |
| 6M | +14.0% | -11.3% | +25.4% | +21.6% |
| YTD | +38.5% | -4.4% | +42.9% | +40.5% |
| 1Y | +65.4% | -15.7% | +81.1% | +84.0% |
| All | +65.4% | -14.6% | +80.0% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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