+60.2%
KNX vs DAR
+107.8%
-47.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.4% |
| 7D | -5.6% | -0.1% | -5.5% | -5.6% |
| 30D | -4.4% | +2.6% | -7.1% | -4.8% |
| 3M | -17.3% | +14.2% | -31.6% | -18.6% |
| 6M | +22.6% | +17.2% | +5.4% | +20.3% |
| YTD | +31.1% | +80.9% | -49.7% | +23.1% |
| 1Y | +60.2% | +104.0% | -43.8% | +51.0% |
| All | +60.2% | +107.8% | -47.6% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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