+60.2%
KNX vs APTV
-44.8%
+105.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -5.6% | -5.0% | -0.6% | -4.2% |
| 30D | -4.4% | -6.1% | +1.7% | -2.7% |
| 3M | -17.3% | -33.0% | +15.7% | -6.8% |
| 6M | +22.6% | -35.2% | +57.9% | +36.0% |
| YTD | +31.1% | -40.1% | +71.3% | +47.7% |
| 1Y | +60.2% | -45.6% | +105.8% | +84.6% |
| All | +60.2% | -44.8% | +105.0% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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