+400.2%
KNX vs VEU
+185.0%
+215.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +1.3% |
| 7D | -0.5% | -1.9% | +1.4% | +1.0% |
| 30D | +1.0% | -0.7% | +1.8% | +1.7% |
| 3M | -12.6% | +4.9% | -17.5% | -15.7% |
| 6M | +21.1% | +9.8% | +11.2% | +12.8% |
| YTD | +33.2% | +15.3% | +17.9% | +19.8% |
| 1Y | +67.8% | +23.0% | +44.7% | +44.0% |
| 3Y | +37.3% | +73.5% | -36.2% | -8.2% |
| 5Y | +41.1% | +54.5% | -13.4% | +2.4% |
| 10Y | +170.6% | +150.4% | +20.2% | +38.3% |
| All | +400.2% | +185.0% | +215.2% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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