-8.7%
KVUE vs NIO
-65.5%
+56.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +0.3% |
| 7D | -6.1% | -7.3% | +1.1% | -5.9% |
| 30D | -5.6% | -22.5% | +16.9% | -5.0% |
| 3M | -0.3% | -30.9% | +30.5% | +0.5% |
| 6M | +1.4% | -37.2% | +38.6% | +2.4% |
| YTD | +6.7% | -29.8% | +36.6% | +7.4% |
| 1Y | +1.0% | -37.4% | +38.4% | +1.6% |
| All | -8.7% | -65.5% | +56.9% | -11.3% |
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 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