+365.0%
KNX vs INDA
+109.8%
+255.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -2.5% |
| 7D | +2.3% | -2.6% | +4.9% | +3.5% |
| 30D | +0.5% | -2.9% | +3.4% | +1.8% |
| 3M | -14.1% | +2.4% | -16.5% | -15.1% |
| 6M | +19.8% | -2.6% | +22.4% | +21.1% |
| YTD | +32.7% | -10.0% | +42.7% | +38.9% |
| 1Y | +62.3% | -7.7% | +70.0% | +67.9% |
| 3Y | +36.8% | +8.9% | +27.9% | +31.7% |
| 5Y | +41.8% | +6.0% | +35.8% | +37.5% |
| 10Y | +169.7% | +84.4% | +85.3% | +102.5% |
| All | +365.0% | +109.8% | +255.2% | +225.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling