+4,934.8%
KNX vs SUI
+3,422.8%
+1,512.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.9% |
| 7D | +7.4% | -2.8% | +10.2% | +8.5% |
| 30D | +2.0% | -1.2% | +3.1% | +2.3% |
| 3M | -7.9% | -1.7% | -6.1% | -7.6% |
| 6M | +14.4% | -10.5% | +24.8% | +18.5% |
| YTD | +38.9% | -1.8% | +40.7% | +38.9% |
| 1Y | +65.9% | -4.1% | +70.0% | +67.3% |
| 3Y | +35.8% | +11.3% | +24.6% | +27.2% |
| 5Y | +43.3% | -32.1% | +75.4% | +59.0% |
| 10Y | +179.6% | +110.4% | +69.2% | +91.0% |
| All | +4,934.8% | +3,422.8% | +1,512.1% | +1,255.7% |
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