+40.8%
KNX vs SUI
+12.1%
+28.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.3% |
| 7D | +6.4% | -3.1% | +9.5% | +7.3% |
| 30D | +1.4% | -2.3% | +3.7% | +1.9% |
| 3M | -12.0% | -2.8% | -9.2% | -11.5% |
| 6M | +25.2% | -12.4% | +37.5% | +29.7% |
| YTD | +36.6% | -3.3% | +39.9% | +37.2% |
| 1Y | +67.6% | -5.8% | +73.4% | +69.6% |
| 3Y | +40.8% | +12.5% | +28.3% | +31.7% |
| All | +40.8% | +12.1% | +28.7% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling