+330.0%
KGC vs NIO
-55.4%
+385.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | +0.2% | -1.8% | +2.1% | +0.4% |
| 30D | -8.8% | -6.6% | -2.2% | -8.1% |
| 3M | -21.1% | -29.9% | +8.8% | -18.4% |
| 6M | -32.3% | -46.6% | +14.3% | -28.3% |
| YTD | -23.5% | -36.5% | +13.0% | -20.3% |
| 1Y | -15.0% | -51.1% | +36.2% | -9.7% |
| All | +330.0% | -55.4% | +385.4% | +362.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling