+41.1%
KNX vs TECH
-42.4%
+83.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | -0.5% | -0.5% | 0.0% | -0.3% |
| 30D | +1.0% | 0.0% | +1.0% | +1.0% |
| 3M | -12.6% | +37.4% | -50.1% | -21.2% |
| 6M | +21.1% | +36.9% | -15.8% | +7.0% |
| YTD | +33.2% | +23.1% | +10.1% | +21.8% |
| 1Y | +67.8% | +42.2% | +25.5% | +44.7% |
| 3Y | +37.3% | +1.9% | +35.4% | +27.5% |
| 5Y | +41.1% | -42.9% | +84.0% | +46.2% |
| All | +41.1% | -42.4% | +83.5% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling