+60.2%
KNX vs UUUU
+3.5%
+56.7%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -1.3% |
| 7D | -5.6% | -10.5% | +4.9% | -5.2% |
| 30D | -4.4% | -10.5% | +6.1% | -4.0% |
| 3M | -17.3% | -14.1% | -3.2% | -16.9% |
| 6M | +22.6% | -35.5% | +58.1% | +23.6% |
| YTD | +31.1% | -10.9% | +42.1% | +32.2% |
| 1Y | +60.2% | +3.4% | +56.9% | +64.3% |
| All | +60.2% | +3.5% | +56.7% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling