-37.2%
KHC vs NIO
-36.7%
-0.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.7% |
| 7D | -1.8% | -13.0% | +11.3% | -1.6% |
| 30D | -1.9% | -18.3% | +16.4% | -1.6% |
| 3M | +14.4% | -33.2% | +47.6% | +15.0% |
| 6M | +8.7% | -21.5% | +30.2% | +8.9% |
| YTD | +7.8% | -25.5% | +33.3% | +8.0% |
| 1Y | -1.5% | -38.0% | +36.5% | -1.1% |
| 3Y | -9.9% | -65.5% | +55.6% | -9.4% |
| 5Y | -10.7% | -90.6% | +79.9% | -9.1% |
| All | -37.2% | -36.7% | -0.5% | -42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling