+160.2%
KNX vs TECH
+189.9%
-29.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -5.6% | -0.4% | -5.2% | -5.5% |
| 30D | -4.4% | 0.0% | -4.4% | -4.4% |
| 3M | -17.3% | +33.7% | -51.0% | -25.0% |
| 6M | +22.6% | +34.9% | -12.3% | +8.6% |
| YTD | +31.1% | +23.2% | +8.0% | +19.5% |
| 1Y | +60.2% | +36.3% | +23.9% | +40.0% |
| 3Y | +35.8% | +2.3% | +33.5% | +26.0% |
| 5Y | +38.9% | -42.9% | +81.8% | +51.9% |
| All | +160.2% | +189.9% | -29.7% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling