-12.6%
KHC vs NIO
-59.9%
+47.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.9% | -8.7% | -2.8% |
| 7D | +1.1% | +5.6% | -4.5% | +1.1% |
| 30D | +12.0% | -4.2% | +16.2% | +12.0% |
| 3M | +0.2% | -26.3% | +26.5% | +0.4% |
| 6M | +10.3% | -42.5% | +52.9% | +10.8% |
| YTD | +6.7% | -33.5% | +40.3% | +7.0% |
| 1Y | +10.9% | -52.7% | +63.5% | +11.7% |
| 3Y | -12.6% | -57.5% | +44.8% | -13.2% |
| All | -12.6% | -59.9% | +47.2% | -13.2% |
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 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