+4,263.4%
KNX vs SUI
+3,423.8%
+839.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | 0.0% | -2.4% | +2.5% | +0.9% |
| 30D | -3.3% | +3.3% | -6.6% | -4.7% |
| 3M | -8.7% | +0.7% | -9.4% | -9.3% |
| 6M | +1.3% | -4.1% | +5.4% | +2.1% |
| YTD | +20.4% | -1.8% | +22.2% | +20.0% |
| 1Y | +42.4% | -4.1% | +46.5% | +43.2% |
| 3Y | +30.1% | +17.4% | +12.7% | +19.2% |
| 5Y | +11.7% | -27.0% | +38.7% | +20.3% |
| 10Y | +102.3% | +121.2% | -18.9% | +35.5% |
| All | +4,263.4% | +3,423.8% | +839.6% | +1,071.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling