+260.6%
SNDU vs KNX
+32.6%
+228.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +3.8% | +19.8% | +19.0% |
| 7D | +35.2% | +7.4% | +27.8% | +25.3% |
| 30D | +50.8% | +2.0% | +48.9% | +51.1% |
| 3M | -43.2% | -7.9% | -35.3% | -38.1% |
| All | +260.6% | +32.6% | +228.0% | +148.6% |
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 · Available span rolling