-1.2%
KWEB vs NIO
-64.4%
+63.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.6% |
| 7D | -3.6% | -4.1% | +0.6% | -2.4% |
| 30D | -14.9% | -23.2% | +8.3% | -8.2% |
| 3M | -5.4% | -29.9% | +24.5% | +4.5% |
| 6M | -18.9% | -25.1% | +6.2% | -13.2% |
| YTD | -27.2% | -27.5% | +0.2% | -21.8% |
| 1Y | -34.2% | -41.1% | +6.9% | -25.6% |
| All | -1.2% | -64.4% | +63.2% | +10.9% |
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