-14.9%
DASH vs KNX
+67.7%
-82.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.5% | -8.1% | -5.3% |
| 7D | -10.6% | +7.1% | -17.6% | -11.9% |
| 30D | +2.2% | +1.7% | +0.5% | +1.6% |
| 3M | +32.3% | -8.1% | +40.4% | +34.5% |
| 6M | +19.1% | +14.0% | +5.1% | +12.8% |
| YTD | -6.5% | +38.5% | -45.0% | -16.9% |
| 1Y | -14.9% | +65.4% | -80.3% | -28.4% |
| All | -14.9% | +67.7% | -82.6% | -28.4% |
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