+53.1%
VXUS vs KNX
+37.6%
+15.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | -1.4% | -5.6% | +4.1% | -0.3% |
| 30D | -0.5% | -4.4% | +4.0% | +0.4% |
| 3M | +2.6% | -17.3% | +19.9% | +6.3% |
| 6M | +10.9% | +22.6% | -11.8% | +5.5% |
| YTD | +16.1% | +31.1% | -15.0% | +8.7% |
| 1Y | +22.3% | +60.2% | -37.9% | +9.1% |
| 3Y | +72.0% | +35.8% | +36.3% | +55.6% |
| All | +53.1% | +37.6% | +15.6% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling