+476.3%
ASX vs KNX
+36.2%
+440.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.8% | +6.4% | +4.4% |
| 7D | +11.1% | +2.3% | +8.8% | +10.1% |
| 30D | +9.6% | +0.5% | +9.1% | +9.3% |
| 3M | +18.6% | -14.1% | +32.8% | +24.2% |
| 6M | +92.1% | +19.8% | +72.4% | +81.1% |
| YTD | +158.5% | +32.7% | +125.7% | +134.8% |
| 1Y | +271.9% | +62.3% | +209.6% | +214.5% |
| All | +476.3% | +36.2% | +440.1% | +402.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling