+65.4%
KNX vs RBA
-26.5%
+92.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +7.1% | -2.9% | +10.0% | +7.7% |
| 30D | +1.7% | -12.3% | +14.0% | +4.7% |
| 3M | -8.1% | -20.5% | +12.4% | -3.9% |
| 6M | +14.0% | -18.5% | +32.6% | +18.2% |
| YTD | +38.5% | -18.2% | +56.7% | +42.5% |
| 1Y | +65.4% | -27.5% | +92.9% | +72.9% |
| All | +65.4% | -26.5% | +92.0% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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