+433.2%
SNDK vs KNX
+45.0%
+388.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.7% | -7.2% | -7.5% |
| 7D | -26.2% | +2.5% | -28.6% | -27.2% |
| 30D | -39.1% | -4.4% | -34.7% | -37.6% |
| 3M | -27.3% | -12.7% | -14.7% | -20.8% |
| 6M | -17.4% | +0.9% | -18.3% | -13.1% |
| YTD | +337.0% | +20.3% | +316.7% | +314.7% |
| 1Y | +433.2% | +40.9% | +392.2% | +389.9% |
| All | +433.2% | +45.0% | +388.2% | +389.9% |
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