+35.8%
KNX vs UUUU
+74.5%
-38.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -1.3% |
| 7D | -5.6% | -10.5% | +4.9% | -5.0% |
| 30D | -4.4% | -10.5% | +6.1% | -3.9% |
| 3M | -17.3% | -14.1% | -3.2% | -16.8% |
| 6M | +22.6% | -35.5% | +58.1% | +24.6% |
| YTD | +31.1% | -10.9% | +42.1% | +30.0% |
| 1Y | +60.2% | +3.4% | +56.9% | +54.9% |
| 3Y | +35.8% | +73.1% | -37.4% | +18.1% |
| All | +35.8% | +74.5% | -38.8% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling