-33.9%
KWEB vs NIO
-54.1%
+20.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.4% | +1.0% | +3.6% |
| 7D | +5.8% | -0.6% | +6.4% | +5.9% |
| 30D | -1.0% | -3.5% | +2.5% | -0.2% |
| 3M | -15.8% | -30.7% | +14.9% | -8.1% |
| 6M | -14.9% | -45.6% | +30.7% | -1.9% |
| YTD | -28.6% | -35.3% | +6.7% | -21.4% |
| 1Y | -33.9% | -53.9% | +20.0% | -20.5% |
| All | -33.9% | -54.1% | +20.2% | -20.5% |
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