+1,786.0%
AXON vs KNX
+170.9%
+1,615.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -11.0% | -0.5% | -10.5% | -10.9% |
| 30D | -24.7% | +1.0% | -25.8% | -25.1% |
| 3M | +7.0% | -12.6% | +19.6% | +10.6% |
| 6M | -9.6% | +21.1% | -30.7% | -15.2% |
| YTD | -15.7% | +33.2% | -48.9% | -23.6% |
| 1Y | -35.9% | +67.8% | -103.7% | -46.2% |
| 3Y | +123.0% | +37.3% | +85.7% | +93.8% |
| 5Y | +166.3% | +41.1% | +125.2% | +125.0% |
| All | +1,786.0% | +170.9% | +1,615.1% | +1,191.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling