+37.4%
KNX vs NIO
-64.4%
+101.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.5% | -2.6% |
| 7D | +2.3% | -4.1% | +6.5% | +2.7% |
| 30D | +0.5% | -23.2% | +23.7% | +2.6% |
| 3M | -14.1% | -29.9% | +15.8% | -11.7% |
| 6M | +19.8% | -25.1% | +44.9% | +21.8% |
| YTD | +32.7% | -27.5% | +60.2% | +35.1% |
| 1Y | +62.3% | -41.1% | +103.4% | +67.8% |
| All | +37.4% | -64.4% | +101.8% | +45.0% |
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