+19,298.8%
DINO vs KNX
+5,063.0%
+14,235.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +1.5% | -0.5% | +2.0% | +1.5% |
| 30D | +25.9% | +1.0% | +24.9% | +25.5% |
| 3M | +53.2% | -12.6% | +65.8% | +57.4% |
| 6M | +105.5% | +21.1% | +84.4% | +94.5% |
| YTD | +139.2% | +33.2% | +106.0% | +121.1% |
| 1Y | +117.4% | +67.8% | +49.6% | +89.2% |
| 3Y | +99.3% | +37.3% | +62.0% | +79.7% |
| 5Y | +333.0% | +41.1% | +291.9% | +281.6% |
| 10Y | +486.9% | +170.6% | +316.3% | +341.6% |
| All | +19,298.8% | +5,063.0% | +14,235.7% | +12,334.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling