+40.9%
KNX vs SOLS
+37.2%
+3.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.8% | +0.2% |
| 7D | +2.5% | -8.8% | +11.2% | +3.8% |
| 30D | -4.4% | -0.6% | -3.8% | -4.5% |
| 3M | -12.7% | -9.0% | -3.6% | -11.6% |
| 6M | +0.9% | -28.7% | +29.6% | +5.3% |
| YTD | +20.3% | +19.2% | +1.2% | +12.7% |
| 1Y | +40.9% | +32.6% | +8.3% | +28.0% |
| All | +40.9% | +37.2% | +3.7% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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