+65.9%
KNX vs SOXQ
+111.3%
-45.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.4% | +0.4% | +2.9% |
| 7D | +7.4% | +2.3% | +5.0% | +6.8% |
| 30D | +2.0% | -2.3% | +4.2% | +2.6% |
| 3M | -7.9% | -13.8% | +5.9% | -5.2% |
| 6M | +14.4% | +48.6% | -34.3% | -1.4% |
| YTD | +38.9% | +66.0% | -27.1% | +16.3% |
| 1Y | +65.9% | +107.9% | -42.0% | +38.1% |
| All | +65.9% | +111.3% | -45.4% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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