-24.5%
KVUE vs NIO
-52.4%
+27.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.1% | -0.1% |
| 7D | -5.1% | -2.9% | -2.2% | -5.1% |
| 30D | -6.3% | -18.7% | +12.4% | -5.9% |
| 3M | -0.5% | -29.4% | +28.9% | +0.2% |
| 6M | +3.1% | -32.5% | +35.6% | +3.8% |
| YTD | +6.7% | -27.6% | +34.3% | +7.2% |
| 1Y | -1.1% | -39.2% | +38.1% | -0.4% |
| 3Y | -8.7% | -64.3% | +55.5% | -9.8% |
| All | -24.5% | -52.4% | +27.9% | -23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling