-14.7%
KGC vs NIO
-52.8%
+38.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.8% | -2.0% | -5.0% |
| 7D | +8.0% | +2.8% | +5.2% | +7.5% |
| 30D | -9.3% | -8.4% | -0.9% | -7.8% |
| 3M | -21.3% | -32.0% | +10.6% | -16.2% |
| 6M | -31.5% | -43.9% | +12.4% | -24.7% |
| YTD | -23.2% | -35.7% | +12.4% | -16.0% |
| All | -14.7% | -52.8% | +38.1% | +2.8% |
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