+19.8%
KNX vs UTHR
+1.8%
+17.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.6% | -2.7% |
| 7D | +2.3% | +3.0% | -0.7% | +2.6% |
| 30D | +0.5% | -4.3% | +4.8% | +0.6% |
| 3M | -14.1% | -8.4% | -5.8% | -13.9% |
| 6M | +19.8% | -4.2% | +24.0% | +19.8% |
| All | +19.8% | +1.8% | +17.9% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 6mo: compounded portfolio wealth divided by compounded UTHR 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…
6mo analysis · Full analysis span regression · 6 months rolling