+65.9%
KNX vs VO
+15.8%
+50.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +4.1% |
| 7D | +7.4% | -0.3% | +7.6% | +7.8% |
| 30D | +2.0% | -0.3% | +2.3% | +2.6% |
| 3M | -7.9% | +2.9% | -10.8% | -11.4% |
| 6M | +14.4% | +9.3% | +5.0% | +1.0% |
| YTD | +38.9% | +14.2% | +24.7% | +16.2% |
| 1Y | +65.9% | +15.3% | +50.6% | +36.0% |
| All | +65.9% | +15.8% | +50.1% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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