+35.0%
KNX vs EQX
+6.3%
+28.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -2.7% | +10.8% | -13.6% | -3.3% |
| 30D | -8.0% | -0.9% | -7.1% | -8.1% |
| 3M | -15.8% | +9.5% | -25.3% | -16.2% |
| 6M | -3.0% | -16.8% | +13.8% | -2.4% |
| YTD | +14.7% | -19.3% | +34.1% | +15.9% |
| 1Y | +35.0% | +6.9% | +28.2% | +38.3% |
| All | +35.0% | +6.3% | +28.8% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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