-4.3%
KGC vs NIO
-54.1%
+49.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.4% | +4.0% | +6.8% |
| 7D | -6.8% | -0.6% | -6.2% | -6.7% |
| 30D | -9.2% | -3.5% | -5.7% | -8.5% |
| 3M | -9.1% | -30.7% | +21.6% | -3.7% |
| 6M | -25.7% | -45.6% | +20.0% | -17.9% |
| YTD | -23.6% | -35.3% | +11.7% | -16.5% |
| 1Y | -4.3% | -53.9% | +49.6% | +32.1% |
| All | -4.3% | -54.1% | +49.8% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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