+3,894.0%
BBY vs KNX
+4,983.8%
-1,089.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.5% |
| 7D | +0.6% | -5.6% | +6.2% | +2.3% |
| 30D | +9.4% | -4.4% | +13.8% | +10.7% |
| 3M | +19.3% | -17.3% | +36.7% | +25.7% |
| 6M | +47.9% | +22.6% | +25.3% | +38.1% |
| YTD | +39.6% | +31.1% | +8.4% | +27.3% |
| 1Y | +22.2% | +60.2% | -38.0% | +4.4% |
| 3Y | +45.0% | +35.8% | +9.2% | +28.7% |
| 5Y | +2.6% | +38.9% | -36.3% | -9.7% |
| 10Y | +250.5% | +166.5% | +84.0% | +149.0% |
| All | +3,894.0% | +4,983.8% | -1,089.8% | +1,667.9% |
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 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