+160.2%
KNX vs UUUU
+465.5%
-305.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -1.2% |
| 7D | -5.6% | -10.5% | +4.9% | -4.8% |
| 30D | -4.4% | -10.5% | +6.1% | -3.7% |
| 3M | -17.3% | -14.1% | -3.2% | -16.7% |
| 6M | +22.6% | -35.5% | +58.1% | +25.5% |
| YTD | +31.1% | -10.9% | +42.1% | +29.6% |
| 1Y | +60.2% | +3.4% | +56.9% | +54.4% |
| 3Y | +35.8% | +73.1% | -37.4% | +21.2% |
| 5Y | +38.9% | +87.1% | -48.2% | +19.1% |
| All | +160.2% | +465.5% | -305.3% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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