+79.2%
VZ vs KNX
+36.2%
+43.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -1.2% |
| 7D | -1.0% | +2.3% | -3.3% | -1.1% |
| 30D | +5.8% | +0.5% | +5.3% | +5.7% |
| 3M | +10.5% | -14.1% | +24.6% | +11.4% |
| 6M | +1.8% | +19.8% | -18.0% | +0.4% |
| YTD | +28.3% | +32.7% | -4.5% | +25.4% |
| 1Y | +22.0% | +62.3% | -40.4% | +17.6% |
| All | +79.2% | +36.2% | +43.0% | +74.1% |
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