+406.0%
KNX price history and return analytics
+368.8%
+37.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | +2.3% | -0.1% | +2.5% | +2.5% |
| 30D | +0.5% | -0.7% | +1.1% | +1.1% |
| 3M | -14.1% | +4.0% | -18.1% | -17.0% |
| 6M | +19.8% | +12.3% | +7.5% | +8.5% |
| YTD | +32.7% | +14.0% | +18.7% | +18.8% |
| 1Y | +62.3% | +20.3% | +42.0% | +38.8% |
| 3Y | +36.8% | +75.4% | -38.6% | -14.4% |
| 5Y | +41.8% | +66.0% | -24.2% | -7.0% |
| 10Y | +169.7% | +228.2% | -58.5% | 0.0% |
| All | +406.0% | +368.8% | +37.2% | +55.9% |
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