+22.7%
VZ vs KNX
+63.7%
-40.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.5% |
| 7D | -1.2% | -0.5% | -0.7% | -1.2% |
| 30D | +5.7% | +1.0% | +4.7% | +5.6% |
| 3M | +8.2% | -12.6% | +20.9% | +8.8% |
| 6M | +1.7% | +21.1% | -19.4% | +0.7% |
| YTD | +28.9% | +33.2% | -4.3% | +26.2% |
| 1Y | +22.7% | +67.8% | -45.0% | +19.9% |
| All | +22.7% | +63.7% | -40.9% | +19.9% |
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