+35.8%
KNX vs VRSN
+44.6%
-8.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.9% | -1.8% |
| 7D | -5.6% | +0.2% | -5.8% | -5.6% |
| 30D | -4.4% | +3.8% | -8.2% | -5.1% |
| 3M | -17.3% | +5.0% | -22.3% | -18.1% |
| 6M | +22.6% | +24.9% | -2.2% | +15.9% |
| YTD | +31.1% | +21.6% | +9.5% | +24.3% |
| 1Y | +60.2% | +2.4% | +57.8% | +58.1% |
| 3Y | +35.8% | +47.3% | -11.6% | +13.9% |
| All | +35.8% | +44.6% | -8.9% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling