+62.8%
VZ vs KNX
+170.9%
-108.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.4% |
| 7D | -1.2% | -0.5% | -0.7% | -1.2% |
| 30D | +5.7% | +1.0% | +4.7% | +5.5% |
| 3M | +8.2% | -12.6% | +20.9% | +9.5% |
| 6M | +1.7% | +21.1% | -19.4% | -0.7% |
| YTD | +28.9% | +33.2% | -4.3% | +24.2% |
| 1Y | +22.7% | +67.8% | -45.0% | +15.2% |
| 3Y | +82.7% | +37.3% | +45.4% | +73.2% |
| 5Y | +26.4% | +41.1% | -14.7% | +18.3% |
| All | +62.8% | +170.9% | -108.1% | +40.5% |
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 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