+160.2%
KNX vs WEC
+146.6%
+13.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.6% | -0.6% | -5.0% | -5.4% |
| 30D | -4.4% | -2.6% | -1.8% | -3.8% |
| 3M | -17.3% | -6.0% | -11.3% | -16.0% |
| 6M | +22.6% | -5.4% | +28.0% | +24.2% |
| YTD | +31.1% | +2.5% | +28.7% | +29.8% |
| 1Y | +60.2% | -0.7% | +60.9% | +59.9% |
| 3Y | +35.8% | +38.7% | -3.0% | +21.8% |
| 5Y | +38.9% | +31.7% | +7.2% | +25.8% |
| All | +160.2% | +146.6% | +13.7% | +158.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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