+88.8%
APA vs KNX
+68.2%
+20.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.8% | -7.0% | -2.8% |
| 7D | +0.5% | +7.4% | -6.8% | +1.2% |
| 30D | +23.4% | +2.0% | +21.4% | +23.8% |
| 3M | +12.7% | -7.9% | +20.6% | +12.5% |
| 6M | +39.4% | +14.4% | +25.1% | +42.8% |
| YTD | +79.0% | +38.9% | +40.0% | +81.4% |
| 1Y | +88.8% | +65.9% | +22.9% | +85.2% |
| All | +88.8% | +68.2% | +20.6% | +85.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling