+18.7%
QQQI vs KNX
+68.2%
-49.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | -0.3% |
| 7D | +0.4% | +7.4% | -7.0% | -0.5% |
| 30D | +1.0% | +2.0% | -1.0% | +0.7% |
| 3M | -1.2% | -7.9% | +6.7% | -0.4% |
| 6M | +11.6% | +14.4% | -2.8% | +9.5% |
| YTD | +11.7% | +38.9% | -27.2% | +8.0% |
| 1Y | +18.7% | +65.9% | -47.2% | +13.4% |
| All | +18.7% | +68.2% | -49.5% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling