+40.9%
KNX vs WCN
+16.1%
+24.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.0% |
| 7D | +2.5% | +6.7% | -4.2% | +1.7% |
| 30D | -4.4% | +24.3% | -28.7% | -7.6% |
| 3M | -12.7% | +16.1% | -28.8% | -14.7% |
| 6M | +0.9% | +19.9% | -19.0% | -2.0% |
| YTD | +20.3% | +10.1% | +10.2% | +19.0% |
| 1Y | +40.9% | +14.4% | +26.5% | +37.7% |
| All | +40.9% | +16.1% | +24.9% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling