+47.1%
KNX vs WST
+54.9%
-7.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.1% | +2.9% |
| 7D | +9.2% | +4.2% | +5.0% | +7.9% |
| 30D | +0.9% | +11.2% | -10.3% | -2.1% |
| 3M | -12.7% | +20.4% | -33.1% | -17.3% |
| 6M | +7.3% | +37.9% | -30.6% | -2.8% |
| YTD | +23.1% | +51.8% | -28.7% | +7.7% |
| 1Y | +47.1% | +56.6% | -9.6% | +26.2% |
| All | +47.1% | +54.9% | -7.9% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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