+248.8%
NBIS vs KNX
+67.7%
+181.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.5% | +4.0% | +6.6% |
| 7D | +8.2% | +7.1% | +1.2% | +6.5% |
| 30D | +3.4% | +1.7% | +1.7% | +3.0% |
| 3M | -12.8% | -8.1% | -4.7% | -12.1% |
| 6M | +131.5% | +14.0% | +117.5% | +117.6% |
| YTD | +170.5% | +38.5% | +132.0% | +150.0% |
| 1Y | +248.8% | +65.4% | +183.4% | +232.0% |
| All | +248.8% | +67.7% | +181.1% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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