+160.2%
KNX vs VO
+200.3%
-40.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.3% |
| 7D | -5.6% | -1.5% | -4.1% | -4.3% |
| 30D | -4.4% | -3.0% | -1.4% | -1.6% |
| 3M | -17.3% | +2.8% | -20.2% | -19.3% |
| 6M | +22.6% | +10.9% | +11.7% | +12.0% |
| YTD | +31.1% | +12.5% | +18.7% | +18.6% |
| 1Y | +60.2% | +12.0% | +48.2% | +45.6% |
| 3Y | +35.8% | +56.3% | -20.5% | -6.3% |
| 5Y | +38.9% | +42.9% | -4.0% | +2.8% |
| All | +160.2% | +200.3% | -40.0% | -2.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling