+40.9%
KNX vs BWA
+17.4%
+23.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.2% |
| 7D | +2.5% | -9.9% | +12.4% | +4.7% |
| 30D | -4.4% | -16.4% | +11.9% | -0.8% |
| 3M | -12.7% | -19.8% | +7.2% | -8.6% |
| 6M | +0.9% | -10.0% | +10.9% | +3.0% |
| YTD | +20.3% | +12.7% | +7.6% | +9.4% |
| 1Y | +40.9% | +15.7% | +25.3% | +26.2% |
| All | +40.9% | +17.4% | +23.6% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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