+4,711.0%
KNX vs TECH
+13,113.5%
-8,402.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | +0.5% | +0.3% | +0.2% | +0.4% |
| 3M | -14.1% | +32.9% | -47.1% | -19.4% |
| 6M | +19.8% | +32.1% | -12.3% | +11.1% |
| YTD | +32.7% | +23.4% | +9.3% | +24.8% |
| 1Y | +62.3% | +34.1% | +28.3% | +49.5% |
| 3Y | +36.8% | +2.2% | +34.7% | +31.0% |
| 5Y | +41.8% | -41.8% | +83.6% | +49.8% |
| 10Y | +169.7% | +188.9% | -19.2% | +106.8% |
| All | +4,711.0% | +13,113.5% | -8,402.5% | +2,616.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling