-25.1%
RCL vs KNX
+68.2%
-93.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -1.3% |
| 7D | -5.1% | +7.4% | -12.5% | -7.3% |
| 30D | -19.0% | +2.0% | -21.0% | -19.6% |
| 3M | -9.6% | -7.9% | -1.7% | -7.4% |
| 6M | -6.7% | +14.4% | -21.1% | -12.2% |
| YTD | -3.9% | +38.9% | -42.8% | -14.1% |
| 1Y | -25.1% | +65.9% | -91.0% | -34.2% |
| All | -25.1% | +68.2% | -93.3% | -34.2% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling