+45.5%
DAL vs KNX
+45.3%
+0.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.7% | -1.8% |
| 7D | -1.1% | +9.2% | -10.3% | -4.7% |
| 30D | +12.8% | +0.9% | +11.9% | +12.3% |
| 3M | -5.3% | -12.7% | +7.4% | -0.1% |
| 6M | +22.4% | +7.3% | +15.0% | +16.5% |
| YTD | +25.6% | +23.1% | +2.5% | +6.9% |
| 1Y | +45.5% | +47.1% | -1.5% | +8.2% |
| All | +45.5% | +45.3% | +0.2% | +8.2% |
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