+4,850.9%
KNX vs WEC
+2,551.9%
+2,299.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.7% | -2.0% |
| 7D | +6.4% | +0.8% | +5.6% | +6.1% |
| 30D | +1.4% | +0.3% | +1.1% | +1.2% |
| 3M | -12.0% | -2.9% | -9.1% | -11.3% |
| 6M | +25.2% | -5.9% | +31.1% | +27.1% |
| YTD | +36.6% | +4.1% | +32.4% | +34.4% |
| 1Y | +67.6% | +3.1% | +64.5% | +65.2% |
| 3Y | +40.8% | +40.8% | 0.0% | +24.7% |
| 5Y | +43.3% | +31.7% | +11.6% | +28.6% |
| 10Y | +170.1% | +141.1% | +29.0% | +96.0% |
| All | +4,850.9% | +2,551.9% | +2,299.0% | +2,050.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling