+40.8%
KNX vs HAS
+45.6%
-4.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -0.8% |
| 7D | +6.4% | -3.1% | +9.5% | +7.6% |
| 30D | +1.4% | -2.7% | +4.1% | +2.3% |
| 3M | -12.0% | +8.9% | -21.0% | -15.2% |
| 6M | +25.2% | -2.9% | +28.1% | +25.2% |
| YTD | +36.6% | +12.6% | +23.9% | +29.0% |
| 1Y | +67.6% | +17.5% | +50.1% | +55.5% |
| 3Y | +40.8% | +46.2% | -5.4% | +11.3% |
| All | +40.8% | +45.6% | -4.8% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling