+3,774.3%
ASX vs KNX
+2,962.0%
+812.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.7% | +6.6% |
| 7D | +6.3% | +6.4% | -0.1% | +4.2% |
| 30D | +6.4% | +1.4% | +5.0% | +5.8% |
| 3M | +13.1% | -12.0% | +25.2% | +17.5% |
| 6M | +90.3% | +25.2% | +65.1% | +76.6% |
| YTD | +149.6% | +36.6% | +113.0% | +124.6% |
| 1Y | +249.2% | +67.6% | +181.6% | +193.5% |
| 3Y | +445.9% | +40.8% | +405.1% | +373.3% |
| 5Y | +477.7% | +43.3% | +434.4% | +393.7% |
| 10Y | +913.4% | +170.1% | +743.3% | +572.2% |
| All | +3,774.3% | +2,962.0% | +812.3% | +1,270.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling