+360.5%
BE vs KNX
+67.7%
+292.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.5% | +3.9% | +7.0% |
| 7D | +20.0% | +7.1% | +12.9% | +19.2% |
| 30D | +7.9% | +1.7% | +6.2% | +7.7% |
| 3M | -13.2% | -8.1% | -5.1% | -12.9% |
| 6M | +53.5% | +14.0% | +39.4% | +49.0% |
| YTD | +191.0% | +38.5% | +152.5% | +187.3% |
| 1Y | +360.5% | +65.4% | +295.1% | +368.2% |
| All | +360.5% | +67.7% | +292.8% | +368.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling