-21.9%
KVUE vs NIO
-51.1%
+29.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -1.9% | -6.7% | +4.7% | -1.8% |
| 30D | -3.3% | -20.0% | +16.7% | -2.9% |
| 3M | +6.0% | -30.5% | +36.4% | +6.8% |
| 6M | +2.3% | -20.7% | +23.0% | +2.6% |
| YTD | +10.3% | -25.7% | +36.0% | +10.8% |
| 1Y | +4.6% | -38.6% | +43.2% | +5.3% |
| 3Y | -2.2% | -62.3% | +60.1% | -3.4% |
| All | -21.9% | -51.1% | +29.2% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling