+65.4%
KNX vs HAS
+20.3%
+45.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | +7.1% | -1.8% | +8.9% | +7.7% |
| 30D | +1.7% | +2.3% | -0.6% | +0.6% |
| 3M | -8.1% | +10.4% | -18.5% | -11.9% |
| 6M | +14.0% | -3.2% | +17.3% | +14.8% |
| YTD | +38.5% | +15.4% | +23.1% | +25.8% |
| 1Y | +65.4% | +18.8% | +46.6% | +48.7% |
| All | +65.4% | +20.3% | +45.1% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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