+35.8%
KNX vs VNQ
+30.7%
+5.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.3% | -2.1% |
| 7D | -5.6% | -1.3% | -4.3% | -4.6% |
| 30D | -4.4% | -2.6% | -1.8% | -2.5% |
| 3M | -17.3% | -2.0% | -15.3% | -16.1% |
| 6M | +22.6% | +4.3% | +18.3% | +18.2% |
| YTD | +31.1% | +9.2% | +21.9% | +22.1% |
| 1Y | +60.2% | +5.6% | +54.6% | +53.0% |
| 3Y | +35.8% | +30.8% | +4.9% | +11.5% |
| All | +35.8% | +30.7% | +5.1% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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