+42.4%
KNX vs SUI
-3.0%
+45.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.5% |
| 7D | 0.0% | -2.4% | +2.5% | +0.2% |
| 30D | -3.3% | +3.3% | -6.6% | -3.9% |
| 3M | -8.7% | +0.7% | -9.4% | -9.1% |
| 6M | +1.3% | -4.1% | +5.4% | +1.9% |
| YTD | +20.4% | -1.8% | +22.2% | +20.4% |
| 1Y | +42.4% | -4.1% | +46.5% | +46.6% |
| All | +42.4% | -3.0% | +45.4% | +46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling