+29.3%
VEA vs KNX
+68.2%
-38.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.8% | -3.3% | -0.1% |
| 7D | +1.0% | +7.4% | -6.4% | -0.1% |
| 30D | +1.9% | +2.0% | 0.0% | +1.6% |
| 3M | +3.2% | -7.9% | +11.1% | +4.3% |
| 6M | +10.2% | +14.4% | -4.1% | +7.2% |
| YTD | +18.9% | +38.9% | -20.0% | +13.4% |
| 1Y | +29.3% | +65.9% | -36.6% | +21.0% |
| All | +29.3% | +68.2% | -38.8% | +21.0% |
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