+65.9%
KNX vs EQX
+42.9%
+23.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.1% | +3.9% |
| 7D | +7.4% | -1.4% | +8.8% | +7.4% |
| 30D | +2.0% | +24.4% | -22.4% | +1.2% |
| 3M | -7.9% | +11.6% | -19.5% | -8.1% |
| 6M | +14.4% | -25.0% | +39.4% | +14.9% |
| YTD | +38.9% | -8.4% | +47.3% | +39.4% |
| 1Y | +65.9% | +43.4% | +22.5% | +69.4% |
| All | +65.9% | +42.9% | +23.0% | +69.4% |
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