+486.8%
ASX vs KNX
+12.1%
+474.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.3% | -5.4% | -3.4% |
| 7D | +12.4% | +9.2% | +3.2% | +8.6% |
| 30D | -19.8% | +0.9% | -20.7% | -19.9% |
| 3M | -10.3% | -12.7% | +2.4% | -5.6% |
| 6M | +1.2% | +7.3% | -6.1% | -1.9% |
| YTD | +123.0% | +23.1% | +99.9% | +102.6% |
| 1Y | +145.4% | +47.1% | +98.4% | +107.0% |
| 3Y | +368.6% | +33.3% | +335.4% | +293.6% |
| All | +486.8% | +12.1% | +474.7% | +408.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling