+10.7%
SNDU vs KNX
+14.8%
-4.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -0.7% | -15.1% | -15.0% |
| 7D | -48.0% | +2.5% | -50.5% | -49.3% |
| 30D | -66.4% | -4.4% | -62.0% | -64.9% |
| 3M | -58.7% | -12.7% | -46.1% | -50.9% |
| 6M | -68.6% | +0.9% | -69.5% | -55.7% |
| All | +10.7% | +14.8% | -4.2% | -10.5% |
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