+65.4%
KNX vs WU
-8.3%
+73.7%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.4% | +3.6% |
| 7D | +7.1% | -0.8% | +7.9% | +7.2% |
| 30D | +1.7% | -1.1% | +2.8% | +1.8% |
| 3M | -8.1% | -3.9% | -4.3% | -8.2% |
| 6M | +14.0% | -20.7% | +34.7% | +17.2% |
| YTD | +38.5% | -18.4% | +56.9% | +41.3% |
| 1Y | +65.4% | -8.1% | +73.5% | +62.9% |
| All | +65.4% | -8.3% | +73.7% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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