+4,243.8%
KNX vs SUI
+3,452.7%
+791.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.4% |
| 7D | -1.1% | +3.4% | -4.5% | -2.4% |
| 30D | -3.7% | +4.6% | -8.3% | -5.5% |
| 3M | -9.3% | +1.6% | -10.9% | -10.2% |
| 6M | -2.5% | -3.5% | +1.0% | -2.0% |
| YTD | +19.8% | -1.0% | +20.8% | +19.1% |
| 1Y | +37.3% | -1.7% | +39.0% | +36.8% |
| 3Y | +29.5% | +18.4% | +11.1% | +18.3% |
| 5Y | +11.5% | -26.3% | +37.8% | +19.7% |
| 10Y | +106.0% | +123.3% | -17.4% | +37.5% |
| All | +4,243.8% | +3,452.7% | +791.1% | +1,062.7% |
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 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