+35.8%
KNX vs SPXU
-79.9%
+115.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -2.4% |
| 7D | -5.6% | +2.5% | -8.1% | -4.7% |
| 30D | -4.4% | +4.2% | -8.6% | -2.9% |
| 3M | -17.3% | -9.3% | -8.1% | -19.5% |
| 6M | +22.6% | -30.7% | +53.3% | +10.1% |
| YTD | +31.1% | -28.1% | +59.3% | +20.0% |
| 1Y | +60.2% | -35.2% | +95.5% | +42.4% |
| 3Y | +35.8% | -79.9% | +115.7% | -6.0% |
| All | +35.8% | -79.9% | +115.7% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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