+56.2%
KNX vs BIYA
-99.8%
+155.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.5% |
| 7D | -5.6% | -1.8% | -3.8% | -5.6% |
| 30D | -4.4% | -17.5% | +13.1% | -4.4% |
| 3M | -17.3% | -78.0% | +60.7% | -16.9% |
| 6M | +22.6% | -89.5% | +112.1% | +23.5% |
| YTD | +31.1% | -94.3% | +125.4% | +32.3% |
| 1Y | +60.2% | -98.6% | +158.8% | +66.8% |
| All | +56.2% | -99.8% | +155.9% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling