+98.8%
DINO vs KNX
+34.6%
+64.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.5% |
| 7D | +2.3% | -5.6% | +7.9% | +3.7% |
| 30D | +22.6% | -4.4% | +27.1% | +23.9% |
| 3M | +55.2% | -17.3% | +72.6% | +62.3% |
| 6M | +93.8% | +22.6% | +71.1% | +80.6% |
| YTD | +139.5% | +31.1% | +108.4% | +117.2% |
| 1Y | +115.3% | +60.2% | +55.1% | +80.0% |
| 3Y | +98.8% | +35.8% | +63.0% | +72.7% |
| All | +98.8% | +34.6% | +64.2% | +72.7% |
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