+359.9%
KNX vs XHB
+163.2%
+196.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.0% |
| 7D | +2.3% | -1.9% | +4.2% | +3.5% |
| 30D | +0.5% | -8.3% | +8.8% | +5.4% |
| 3M | -14.1% | -7.1% | -7.0% | -10.9% |
| 6M | +19.8% | -5.3% | +25.0% | +22.7% |
| YTD | +32.7% | -3.2% | +35.9% | +34.4% |
| 1Y | +62.3% | -13.9% | +76.2% | +75.4% |
| 3Y | +36.8% | +24.9% | +11.9% | +19.4% |
| 5Y | +41.8% | +34.5% | +7.2% | +17.2% |
| 10Y | +169.7% | +215.5% | -45.8% | +34.1% |
| All | +359.9% | +163.2% | +196.7% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 all: compounded portfolio wealth divided by compounded XHB 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…
all analysis · Full analysis span regression · 6 months rolling