+40.9%
KNX vs URA
-32.2%
+73.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.6% |
| 7D | +2.5% | -10.5% | +13.0% | +4.2% |
| 30D | -4.4% | -18.6% | +14.2% | -1.6% |
| 3M | -12.7% | -23.0% | +10.4% | -9.3% |
| 6M | +0.9% | -40.3% | +41.2% | +8.5% |
| YTD | +20.3% | -23.5% | +43.8% | +23.5% |
| 1Y | +40.9% | -31.1% | +72.0% | +47.4% |
| All | +40.9% | -32.2% | +73.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling