+20.8%
KNOP price history and return analytics
+297.4%
-276.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | +5.6% | +2.4% | +3.2% | +3.8% |
| 30D | -7.0% | -1.5% | -5.5% | -6.1% |
| 3M | -13.8% | -4.1% | -9.7% | -11.3% |
| 6M | -14.6% | +0.6% | -15.2% | -15.4% |
| YTD | -10.4% | +11.0% | -21.4% | -17.8% |
| 1Y | -5.1% | +13.3% | -18.4% | -14.3% |
| 3Y | +64.3% | +73.4% | -9.1% | +6.4% |
| 5Y | -40.2% | +57.4% | -97.7% | -58.9% |
| 10Y | -10.2% | +221.7% | -231.9% | -66.4% |
| All | +20.8% | +297.4% | -276.6% | -58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling