+169.7%
KNX vs SUI
+104.7%
+64.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.5% | -2.4% |
| 7D | +2.3% | -4.3% | +6.6% | +3.7% |
| 30D | +0.5% | -2.1% | +2.6% | +1.0% |
| 3M | -14.1% | -6.1% | -8.0% | -12.6% |
| 6M | +19.8% | -12.8% | +32.5% | +24.5% |
| YTD | +32.7% | -4.6% | +37.4% | +34.0% |
| 1Y | +62.3% | -7.7% | +70.0% | +65.5% |
| 3Y | +36.8% | +10.9% | +25.9% | +29.6% |
| 5Y | +41.8% | -32.4% | +74.2% | +54.8% |
| 10Y | +169.7% | +105.7% | +64.0% | +141.1% |
| All | +169.7% | +104.7% | +64.9% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling