+2,396.1%
MUU vs KNX
+37.6%
+2,358.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | +0.4% |
| 7D | -8.2% | -5.6% | -2.6% | -3.2% |
| 30D | +10.2% | -4.4% | +14.6% | +15.8% |
| 3M | -26.5% | -17.3% | -9.2% | -11.2% |
| 6M | +227.2% | +22.6% | +204.6% | +175.0% |
| YTD | +527.4% | +31.1% | +496.3% | +387.0% |
| 1Y | +1,843.7% | +60.2% | +1,783.5% | +1,075.2% |
| All | +2,396.1% | +37.6% | +2,358.4% | +1,417.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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