+65.4%
KNX vs BB
+105.3%
-39.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +7.1% | -5.6% | +12.7% | +7.9% |
| 30D | +1.7% | -11.8% | +13.5% | +3.3% |
| 3M | -8.1% | -25.5% | +17.4% | -5.5% |
| 6M | +14.0% | +121.3% | -107.2% | -2.7% |
| YTD | +38.5% | +103.2% | -64.7% | +19.5% |
| 1Y | +65.4% | +102.6% | -37.2% | +44.8% |
| All | +65.4% | +105.3% | -39.9% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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