-9.8%
KGC vs NIO
-51.1%
+41.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.2% | +2.6% |
| 7D | +11.1% | +6.9% | +4.2% | +9.7% |
| 30D | -3.7% | -4.7% | +1.0% | -3.0% |
| 3M | -17.2% | -28.1% | +10.8% | -12.8% |
| 6M | -27.3% | -41.7% | +14.4% | -20.7% |
| YTD | -18.5% | -33.1% | +14.6% | -11.6% |
| All | -9.8% | -51.1% | +41.3% | +8.2% |
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