+25.4%
KNOP price history and return analytics
+229.8%
-204.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.4% |
| 7D | -1.4% | -1.1% | -0.3% | -0.6% |
| 30D | +7.1% | -1.0% | +8.0% | +7.8% |
| 3M | +6.4% | +3.2% | +3.3% | +3.8% |
| 6M | +7.2% | +12.5% | -5.3% | -2.0% |
| YTD | +10.1% | +14.1% | -4.0% | -0.5% |
| 1Y | +33.3% | +18.9% | +14.4% | +16.8% |
| 3Y | +79.7% | +74.1% | +5.6% | +17.3% |
| 5Y | -22.5% | +66.9% | -89.4% | -48.5% |
| All | +25.4% | +229.8% | -204.4% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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