+65.4%
KNX vs NIO
-37.4%
+102.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.0% | +3.6% |
| 7D | +7.1% | -13.0% | +20.1% | +7.9% |
| 30D | +1.7% | -18.3% | +19.9% | +2.8% |
| 3M | -8.1% | -33.2% | +25.1% | -5.9% |
| 6M | +14.0% | -21.5% | +35.5% | +15.0% |
| YTD | +38.5% | -25.5% | +64.0% | +40.0% |
| 1Y | +65.4% | -38.0% | +103.4% | +70.4% |
| All | +65.4% | -37.4% | +102.8% | +70.4% |
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 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