+164.3%
KNX vs RBA
+195.3%
-31.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | -0.5% | -3.3% | +2.8% | +0.3% |
| 30D | +1.0% | -9.8% | +10.8% | +3.5% |
| 3M | -12.6% | -23.5% | +10.8% | -7.2% |
| 6M | +21.1% | -21.5% | +42.6% | +27.6% |
| YTD | +33.2% | -21.2% | +54.4% | +39.9% |
| 1Y | +67.8% | -30.2% | +98.0% | +81.3% |
| 3Y | +37.3% | +25.3% | +12.0% | +27.6% |
| 5Y | +41.1% | +35.1% | +6.0% | +25.9% |
| All | +164.3% | +195.3% | -31.0% | +86.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling