+43.2%
KO vs NIO
-54.1%
+97.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.4% | -2.4% | +1.1% |
| 7D | +4.4% | -0.6% | +5.0% | +4.4% |
| 30D | +10.7% | -3.5% | +14.2% | +10.7% |
| 3M | +11.3% | -30.7% | +42.0% | +11.6% |
| 6M | +24.0% | -45.6% | +69.7% | +24.4% |
| YTD | +39.7% | -35.3% | +75.0% | +39.8% |
| 1Y | +43.2% | -53.9% | +97.1% | +48.4% |
| All | +43.2% | -54.1% | +97.3% | +48.4% |
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