-13.7%
KHC vs NIO
-55.4%
+41.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | -4.6% | -1.8% | -2.8% | -4.6% |
| 30D | +8.1% | -6.6% | +14.7% | +8.1% |
| 3M | 0.0% | -29.9% | +29.9% | +0.3% |
| 6M | +7.9% | -46.6% | +54.6% | +8.4% |
| YTD | +5.3% | -36.5% | +41.7% | +5.5% |
| 1Y | +5.1% | -51.1% | +56.2% | +5.8% |
| All | -13.7% | -55.4% | +41.7% | -14.1% |
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 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