+60.2%
KNX vs NVS
+10.8%
+49.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -5.6% | -14.3% | +8.7% | -3.3% |
| 30D | -4.4% | -10.0% | +5.5% | -3.2% |
| 3M | -17.3% | -10.9% | -6.4% | -16.1% |
| 6M | +22.6% | -12.0% | +34.6% | +24.6% |
| YTD | +31.1% | +2.5% | +28.6% | +26.5% |
| 1Y | +60.2% | +10.7% | +49.5% | +49.6% |
| All | +60.2% | +10.8% | +49.4% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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