+377.0%
HBAN vs KNX
+4,983.8%
-4,606.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.3% |
| 7D | -1.0% | -5.6% | +4.6% | +0.9% |
| 30D | -5.6% | -4.4% | -1.2% | -4.3% |
| 3M | -1.1% | -17.3% | +16.2% | +4.9% |
| 6M | +9.9% | +22.6% | -12.7% | +1.4% |
| YTD | -0.9% | +31.1% | -32.1% | -11.0% |
| 1Y | -1.4% | +60.2% | -61.6% | -17.9% |
| 3Y | +78.2% | +35.8% | +42.5% | +54.5% |
| 5Y | +37.0% | +38.9% | -1.9% | +16.8% |
| 10Y | +158.9% | +166.5% | -7.6% | +70.5% |
| All | +377.0% | +4,983.8% | -4,606.8% | +110.8% |
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