+4,362.0%
KNX vs HAS
+1,790.2%
+2,571.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.5% |
| 7D | +9.2% | +1.4% | +7.8% | +8.8% |
| 30D | +0.9% | +26.3% | -25.3% | -5.9% |
| 3M | -12.7% | +25.6% | -38.3% | -18.6% |
| 6M | +7.3% | +30.3% | -22.9% | -1.5% |
| YTD | +23.1% | +50.4% | -27.3% | +8.3% |
| 1Y | +47.1% | +57.7% | -10.7% | +27.6% |
| 3Y | +33.3% | +213.4% | -180.1% | -6.1% |
| 5Y | +12.1% | +49.1% | -37.0% | -4.6% |
| 10Y | +106.9% | +98.5% | +8.4% | +53.4% |
| All | +4,362.0% | +1,790.2% | +2,571.9% | +1,911.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling