+65.4%
KNX vs EXR
+1.1%
+64.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.1% |
| 7D | +7.1% | -2.6% | +9.6% | +8.5% |
| 30D | +1.7% | -7.2% | +8.9% | +5.7% |
| 3M | -8.1% | -3.5% | -4.6% | -6.6% |
| 6M | +14.0% | -5.3% | +19.3% | +16.8% |
| YTD | +38.5% | +9.4% | +29.2% | +31.4% |
| 1Y | +65.4% | +1.3% | +64.1% | +65.2% |
| All | +65.4% | +1.1% | +64.3% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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