+81.4%
KNX vs RPRX
+52.7%
+28.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -5.6% | -8.4% | +2.8% | -4.0% |
| 30D | -4.4% | -0.6% | -3.8% | -4.3% |
| 3M | -17.3% | +6.4% | -23.8% | -18.4% |
| 6M | +22.6% | +26.6% | -4.0% | +16.9% |
| YTD | +31.1% | +53.8% | -22.6% | +20.6% |
| 1Y | +60.2% | +62.8% | -2.6% | +45.5% |
| 3Y | +35.8% | +118.0% | -82.3% | +16.2% |
| 5Y | +38.9% | +71.2% | -32.3% | +24.1% |
| All | +81.4% | +52.7% | +28.7% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling