+1.9%
VEEV vs KNX
+68.2%
-66.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.8% | -7.0% | -3.6% |
| 7D | -0.6% | +7.4% | -8.0% | -1.2% |
| 30D | +28.8% | +2.0% | +26.9% | +28.5% |
| 3M | +54.0% | -7.9% | +61.9% | +54.9% |
| 6M | +46.0% | +14.4% | +31.6% | +43.3% |
| YTD | +23.2% | +38.9% | -15.7% | +18.4% |
| 1Y | +1.9% | +65.9% | -64.0% | 0.0% |
| All | +1.9% | +68.2% | -66.3% | 0.0% |
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