+16.9%
KNX vs AHR
+356.1%
-339.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | -5.6% | -2.1% | -3.5% | -5.2% |
| 30D | -4.4% | +1.9% | -6.3% | -4.8% |
| 3M | -17.3% | +15.7% | -33.0% | -19.4% |
| 6M | +22.6% | +2.5% | +20.1% | +21.9% |
| YTD | +31.1% | +15.0% | +16.1% | +27.4% |
| 1Y | +60.2% | +28.1% | +32.1% | +51.6% |
| All | +16.9% | +356.1% | -339.2% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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