+41.6%
KNX vs ZYBT
-37.7%
+79.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -3.0% | -0.7% |
| 7D | +2.5% | -3.5% | +6.0% | +2.5% |
| 30D | -4.4% | +15.1% | -19.5% | -4.4% |
| 3M | -12.7% | +7.0% | -19.7% | -12.6% |
| 6M | +0.9% | +37.7% | -36.8% | +3.0% |
| YTD | +20.3% | +19.1% | +1.2% | +23.4% |
| All | +41.6% | -37.7% | +79.3% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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