+41.8%
KNX vs NIO
-90.3%
+132.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.5% | -2.6% |
| 7D | +2.3% | -4.1% | +6.5% | +2.8% |
| 30D | +0.5% | -23.2% | +23.7% | +3.1% |
| 3M | -14.1% | -29.9% | +15.8% | -11.2% |
| 6M | +19.8% | -25.1% | +44.9% | +22.3% |
| YTD | +32.7% | -27.5% | +60.2% | +35.7% |
| 1Y | +62.3% | -41.1% | +103.4% | +68.8% |
| 3Y | +36.8% | -63.1% | +100.0% | +43.9% |
| 5Y | +41.8% | -90.4% | +132.1% | +56.2% |
| All | +41.8% | -90.3% | +132.0% | +56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling