-47.1%
OPEN vs KNX
+68.2%
-115.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.8% | -3.1% | -1.3% |
| 7D | -4.3% | +7.4% | -11.6% | -7.8% |
| 30D | -16.2% | +2.0% | -18.2% | -17.1% |
| 3M | -36.4% | -7.9% | -28.5% | -33.8% |
| 6M | -35.5% | +14.4% | -49.8% | -40.7% |
| YTD | -46.0% | +38.9% | -84.9% | -56.3% |
| 1Y | -47.1% | +65.9% | -113.0% | -60.3% |
| All | -47.1% | +68.2% | -115.3% | -60.3% |
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