+160.2%
KNX vs VRSN
+299.1%
-138.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.9% | -2.0% |
| 7D | -5.6% | +0.2% | -5.8% | -5.7% |
| 30D | -4.4% | +3.8% | -8.2% | -5.8% |
| 3M | -17.3% | +5.0% | -22.3% | -19.2% |
| 6M | +22.6% | +24.9% | -2.2% | +11.3% |
| YTD | +31.1% | +21.6% | +9.5% | +19.9% |
| 1Y | +60.2% | +2.4% | +57.8% | +56.2% |
| 3Y | +35.8% | +47.3% | -11.6% | +12.1% |
| 5Y | +38.9% | +34.7% | +4.2% | +16.4% |
| All | +160.2% | +299.1% | -138.8% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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