+2,496.6%
KNX vs VRSN
+6,532.2%
-4,035.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.1% |
| 7D | +2.3% | -1.0% | +3.4% | +2.5% |
| 30D | +0.5% | -1.9% | +2.4% | +0.7% |
| 3M | -14.1% | +1.4% | -15.5% | -14.5% |
| 6M | +19.8% | +19.0% | +0.7% | +16.1% |
| YTD | +32.7% | +19.2% | +13.5% | +28.6% |
| 1Y | +62.3% | +1.7% | +60.6% | +60.9% |
| 3Y | +36.8% | +41.4% | -4.6% | +28.4% |
| 5Y | +41.8% | +31.7% | +10.1% | +34.0% |
| 10Y | +169.7% | +290.3% | -120.6% | +118.4% |
| All | +2,496.6% | +6,532.2% | -4,035.6% | +1,254.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling