+175.0%
KNX vs WING
+407.0%
-232.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +6.4% | -0.1% | +6.5% | +6.4% |
| 30D | +1.4% | -6.0% | +7.4% | +2.1% |
| 3M | -12.0% | -23.5% | +11.4% | -8.7% |
| 6M | +25.2% | -52.0% | +77.1% | +39.9% |
| YTD | +36.6% | -53.8% | +90.4% | +52.3% |
| 1Y | +67.6% | -63.8% | +131.4% | +94.0% |
| 3Y | +40.8% | -30.8% | +71.6% | +37.2% |
| 5Y | +43.3% | -34.3% | +77.6% | +34.4% |
| 10Y | +170.1% | +352.4% | -182.3% | +52.8% |
| All | +175.0% | +407.0% | -232.0% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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