+40.9%
KNX vs MOH
+53.5%
-12.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.9% | -9.7% | -1.4% |
| 7D | +2.5% | +14.3% | -11.8% | +1.3% |
| 30D | -4.4% | +16.7% | -21.1% | -5.7% |
| 3M | -12.7% | +18.3% | -31.0% | -14.0% |
| 6M | +0.9% | +15.8% | -14.9% | -0.5% |
| YTD | +20.3% | +30.5% | -10.1% | +15.6% |
| 1Y | +40.9% | +49.3% | -8.3% | +28.3% |
| All | +40.9% | +53.5% | -12.6% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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