+309.8%
BE vs KNX
+65.4%
+244.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.5% | +8.2% | +6.8% |
| 7D | +9.0% | -5.6% | +14.6% | +9.7% |
| 30D | +16.3% | -4.4% | +20.7% | +16.8% |
| 3M | +10.8% | -17.3% | +28.1% | +12.2% |
| 6M | +73.2% | +22.6% | +50.6% | +68.2% |
| YTD | +217.4% | +31.1% | +186.2% | +211.5% |
| 1Y | +309.8% | +60.2% | +249.6% | +311.5% |
| All | +309.8% | +65.4% | +244.4% | +311.5% |
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