+3.2%
DHR vs KNX
+20.7%
-17.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.5% | -2.1% |
| 7D | -5.0% | -0.5% | -4.5% | -5.0% |
| 30D | -3.3% | +1.0% | -4.4% | -3.3% |
| 3M | +9.4% | -12.6% | +22.1% | +10.0% |
| 6M | +3.2% | +21.1% | -17.9% | -2.9% |
| All | +3.2% | +20.7% | -17.6% | -2.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling