+40.9%
KNX vs ALLE
+18.6%
+22.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.1% |
| 7D | +2.5% | +6.7% | -4.2% | +0.9% |
| 30D | -4.4% | +25.4% | -29.8% | -9.8% |
| 3M | -12.7% | +16.9% | -29.6% | -16.0% |
| 6M | +0.9% | +46.6% | -45.7% | -10.5% |
| YTD | +20.3% | +22.4% | -2.1% | +10.4% |
| 1Y | +40.9% | +17.7% | +23.2% | +33.9% |
| All | +40.9% | +18.6% | +22.4% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling