+67.8%
KNX vs NIO
-37.6%
+105.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.6% | +0.5% |
| 7D | -0.5% | -7.3% | +6.8% | -0.1% |
| 30D | +1.0% | -22.5% | +23.5% | +2.3% |
| 3M | -12.6% | -30.9% | +18.2% | -11.0% |
| 6M | +21.1% | -37.2% | +58.3% | +23.3% |
| YTD | +33.2% | -29.8% | +63.0% | +35.0% |
| 1Y | +67.8% | -37.4% | +105.2% | +75.3% |
| All | +67.8% | -37.6% | +105.4% | +75.3% |
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