+399.1%
KNX vs UUUU
-92.5%
+491.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.7% | +0.7% |
| 7D | -0.5% | -5.0% | +4.5% | -0.3% |
| 30D | +1.0% | -7.8% | +8.8% | +1.4% |
| 3M | -12.6% | -0.4% | -12.2% | -12.8% |
| 6M | +21.1% | -32.9% | +54.0% | +22.7% |
| YTD | +33.2% | -6.3% | +39.5% | +32.0% |
| 1Y | +67.8% | +7.9% | +59.9% | +63.9% |
| 3Y | +37.3% | +85.2% | -47.9% | +28.2% |
| 5Y | +41.1% | +97.0% | -55.9% | +28.9% |
| 10Y | +170.6% | +492.6% | -322.0% | +124.3% |
| All | +399.1% | -92.5% | +491.6% | +319.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling