+35.8%
KNX vs INDA
+7.9%
+27.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -2.1% |
| 7D | -5.6% | -2.7% | -2.9% | -4.0% |
| 30D | -4.4% | -2.8% | -1.6% | -2.7% |
| 3M | -17.3% | +1.6% | -19.0% | -18.3% |
| 6M | +22.6% | -1.4% | +24.0% | +23.4% |
| YTD | +31.1% | -10.1% | +41.3% | +39.3% |
| 1Y | +60.2% | -8.8% | +69.0% | +68.3% |
| 3Y | +35.8% | +7.6% | +28.1% | +22.5% |
| All | +35.8% | +7.9% | +27.9% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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