+34.4%
KGC vs NIO
-37.4%
+71.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.1% | -2.3% |
| 7D | +2.4% | -6.7% | +9.1% | +3.4% |
| 30D | +9.2% | -20.0% | +29.3% | +12.5% |
| 3M | +16.7% | -30.5% | +47.2% | +22.5% |
| 6M | -7.0% | -20.7% | +13.7% | -3.3% |
| YTD | +7.5% | -25.7% | +33.2% | +12.7% |
| 1Y | +34.4% | -38.6% | +72.9% | +50.8% |
| All | +34.4% | -37.4% | +71.7% | +50.8% |
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