+67.8%
KNX vs HTZ
-66.5%
+134.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | -0.5% | -9.7% | +9.2% | +0.1% |
| 30D | +1.0% | -16.3% | +17.3% | +1.7% |
| 3M | -12.6% | -58.8% | +46.2% | -7.9% |
| 6M | +21.1% | -48.9% | +70.0% | +23.3% |
| YTD | +33.2% | -60.1% | +93.3% | +39.2% |
| 1Y | +67.8% | -65.0% | +132.7% | +75.0% |
| All | +67.8% | -66.5% | +134.3% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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