+404.6%
VIAV vs KNX
+166.7%
+237.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.1% | +4.1% |
| 7D | +11.2% | -5.6% | +16.7% | +13.0% |
| 30D | -10.1% | -4.4% | -5.7% | -8.9% |
| 3M | -22.9% | -17.3% | -5.5% | -18.4% |
| 6M | +28.8% | +22.6% | +6.2% | +20.8% |
| YTD | +117.5% | +31.1% | +86.3% | +99.6% |
| 1Y | +216.1% | +60.2% | +155.9% | +171.6% |
| 3Y | +292.2% | +35.8% | +256.5% | +246.7% |
| 5Y | +141.0% | +38.9% | +102.1% | +108.7% |
| All | +404.6% | +166.7% | +237.8% | +254.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling