+67.8%
KNX vs ROIV
+203.5%
-135.7%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.6% |
| 7D | -0.5% | +19.0% | -19.5% | -2.7% |
| 30D | +1.0% | +16.1% | -15.1% | -0.9% |
| 3M | -12.6% | +44.1% | -56.7% | -17.1% |
| 6M | +21.1% | +37.8% | -16.8% | +15.1% |
| YTD | +33.2% | +88.7% | -55.5% | +22.1% |
| 1Y | +67.8% | +197.3% | -129.5% | +45.0% |
| All | +67.8% | +203.5% | -135.7% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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