+357.4%
SOXL vs KNX
+68.2%
+289.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.8% | +6.1% | +6.2% |
| 7D | +5.3% | +7.4% | -2.0% | -1.5% |
| 30D | -11.2% | +2.0% | -13.2% | -12.0% |
| 3M | -55.4% | -7.9% | -47.5% | -50.9% |
| 6M | +107.1% | +14.4% | +92.8% | +91.2% |
| YTD | +179.0% | +38.9% | +140.1% | +129.2% |
| 1Y | +357.4% | +65.9% | +291.5% | +235.3% |
| All | +357.4% | +68.2% | +289.2% | +235.3% |
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