+9,699.0%
STRL vs KNX
+5,194.7%
+4,504.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +3.6% |
| 7D | +10.1% | +6.4% | +3.7% | +8.6% |
| 30D | -8.2% | +1.4% | -9.6% | -8.4% |
| 3M | -43.7% | -12.0% | -31.7% | -42.1% |
| 6M | +27.1% | +25.2% | +1.9% | +20.9% |
| YTD | +64.0% | +36.6% | +27.4% | +52.7% |
| 1Y | +75.2% | +67.6% | +7.6% | +55.3% |
| 3Y | +539.9% | +40.8% | +499.1% | +483.0% |
| 5Y | +2,133.0% | +43.3% | +2,089.6% | +1,912.6% |
| 10Y | +7,178.3% | +170.1% | +7,008.2% | +5,665.4% |
| All | +9,699.0% | +5,194.7% | +4,504.3% | +7,880.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling