+65.4%
KNX vs SMTC
+154.8%
-89.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.2% | -5.7% | +2.4% |
| 7D | +7.1% | +12.7% | -5.7% | +5.6% |
| 30D | +1.7% | +22.0% | -20.3% | -0.9% |
| 3M | -8.1% | -12.7% | +4.5% | -7.5% |
| 6M | +14.0% | +64.8% | -50.7% | +5.3% |
| YTD | +38.5% | +100.7% | -62.2% | +26.7% |
| 1Y | +65.4% | +146.9% | -81.5% | +52.4% |
| All | +65.4% | +154.8% | -89.3% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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