+160.2%
KNX vs WU
-39.1%
+199.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.7% |
| 7D | -5.6% | -3.5% | -2.1% | -4.4% |
| 30D | -4.4% | -2.9% | -1.5% | -3.5% |
| 3M | -17.3% | -2.3% | -15.1% | -17.9% |
| 6M | +22.6% | -25.4% | +48.0% | +34.1% |
| YTD | +31.1% | -21.2% | +52.4% | +40.0% |
| 1Y | +60.2% | -8.9% | +69.1% | +60.4% |
| 3Y | +35.8% | -29.0% | +64.7% | +46.9% |
| 5Y | +38.9% | -50.7% | +89.7% | +70.3% |
| All | +160.2% | -39.1% | +199.3% | +168.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling