+35.0%
KNX vs SOXQ
+29.4%
+5.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -12.1% | +7.5% | -1.8% |
| 7D | -2.7% | -21.6% | +18.9% | +2.7% |
| 30D | -8.0% | -31.7% | +23.7% | +0.3% |
| 3M | -15.8% | -24.8% | +9.0% | -10.5% |
| 6M | -3.0% | -17.7% | +14.7% | -1.5% |
| YTD | +14.7% | +27.7% | -13.0% | +0.8% |
| 1Y | +35.0% | +26.0% | +9.0% | +18.6% |
| All | +35.0% | +29.4% | +5.6% | +18.6% |
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