+44.6%
KNX vs SOLS
+17.0%
+27.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.6% | -3.5% | -2.1% | -5.1% |
| 30D | -4.4% | -1.0% | -3.4% | -4.2% |
| 3M | -17.3% | -24.1% | +6.8% | -14.1% |
| 6M | +22.6% | -18.0% | +40.6% | +24.5% |
| YTD | +31.1% | +27.1% | +4.1% | +24.5% |
| All | +44.6% | +17.0% | +27.6% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling