+6.3%
KNX vs HTZ
-95.4%
+101.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.4% | +6.6% | -0.9% |
| 7D | -3.9% | -14.6% | +10.7% | -2.5% |
| 30D | -8.2% | -20.8% | +12.6% | -6.3% |
| 3M | -15.4% | -18.8% | +3.4% | -14.6% |
| 6M | -8.6% | -74.7% | +66.1% | +2.8% |
| YTD | +12.7% | -68.1% | +80.8% | +22.0% |
| 1Y | +33.4% | -73.5% | +106.8% | +47.2% |
| 3Y | +19.6% | -81.8% | +101.4% | +31.2% |
| All | +6.3% | -95.4% | +101.7% | +40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling