+4,218.6%
KNX vs HAS
+1,804.7%
+2,413.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.4% |
| 7D | +3.8% | +1.6% | +2.2% | +3.4% |
| 30D | -2.0% | +26.6% | -28.6% | -8.7% |
| 3M | -13.2% | +29.0% | -42.1% | -19.6% |
| 6M | +3.6% | +30.6% | -26.9% | -4.9% |
| YTD | +19.1% | +51.5% | -32.4% | +4.6% |
| 1Y | +39.5% | +58.5% | -19.0% | +20.9% |
| 3Y | +28.7% | +214.1% | -185.4% | -9.3% |
| 5Y | +8.5% | +50.2% | -41.7% | -7.9% |
| 10Y | +100.2% | +100.0% | +0.2% | +48.1% |
| All | +4,218.6% | +1,804.7% | +2,413.9% | +1,842.6% |
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