+62.1%
DAL vs KNX
+45.0%
+17.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.7% | +7.9% | +7.5% |
| 7D | +11.1% | +2.5% | +8.6% | +9.9% |
| 30D | +7.7% | -4.4% | +12.1% | +9.6% |
| 3M | -3.5% | -12.7% | +9.1% | +1.7% |
| 6M | +31.3% | +0.9% | +30.4% | +29.0% |
| YTD | +30.0% | +20.3% | +9.6% | +13.0% |
| 1Y | +62.1% | +40.9% | +21.1% | +26.4% |
| All | +62.1% | +45.0% | +17.1% | +26.4% |
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