+60.2%
KNX vs BIDU
-16.8%
+77.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.6% |
| 7D | -5.6% | -8.1% | +2.5% | -5.0% |
| 30D | -4.4% | -12.8% | +8.4% | -3.5% |
| 3M | -17.3% | -21.3% | +4.0% | -16.1% |
| 6M | +22.6% | -27.0% | +49.6% | +23.3% |
| YTD | +31.1% | -30.0% | +61.2% | +31.8% |
| 1Y | +60.2% | -18.3% | +78.5% | +61.3% |
| All | +60.2% | -16.8% | +77.0% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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