+384.6%
NVDA vs KNX
+34.6%
+350.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.3% |
| 7D | -5.1% | -5.6% | +0.5% | -3.9% |
| 30D | -2.5% | -4.4% | +1.9% | -1.5% |
| 3M | +6.7% | -17.3% | +24.0% | +11.0% |
| 6M | +17.6% | +22.6% | -5.0% | +11.7% |
| YTD | +17.3% | +31.1% | -13.8% | +9.0% |
| 1Y | +23.5% | +60.2% | -36.7% | +8.3% |
| 3Y | +384.6% | +35.8% | +348.9% | +347.1% |
| All | +384.6% | +34.6% | +350.1% | +347.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling