+289.9%
BNY vs KNX
+34.6%
+255.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +0.3% |
| 7D | -1.3% | -5.6% | +4.3% | -0.4% |
| 30D | -0.2% | -4.4% | +4.2% | +0.5% |
| 3M | +14.9% | -17.3% | +32.3% | +18.5% |
| 6M | +40.0% | +22.6% | +17.4% | +33.4% |
| YTD | +42.0% | +31.1% | +10.8% | +33.1% |
| 1Y | +56.9% | +60.2% | -3.4% | +40.3% |
| 3Y | +289.9% | +35.8% | +254.1% | +259.7% |
| All | +289.9% | +34.6% | +255.3% | +259.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling