+160.2%
KNX vs VOO
+325.3%
-165.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -2.3% |
| 7D | -5.6% | -0.8% | -4.8% | -4.9% |
| 30D | -4.4% | -1.1% | -3.3% | -3.4% |
| 3M | -17.3% | +3.9% | -21.2% | -20.2% |
| 6M | +22.6% | +13.6% | +9.0% | +9.3% |
| YTD | +31.1% | +12.7% | +18.4% | +17.9% |
| 1Y | +60.2% | +17.6% | +42.6% | +38.6% |
| 3Y | +35.8% | +77.3% | -41.6% | -17.7% |
| 5Y | +38.9% | +84.1% | -45.2% | -18.7% |
| All | +160.2% | +325.3% | -165.1% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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