-5.9%
KWEB vs NIO
-60.1%
+54.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +1.5% |
| 7D | -7.8% | -14.5% | +6.6% | -3.6% |
| 30D | -6.4% | -15.0% | +8.5% | -2.0% |
| 3M | -14.6% | -35.6% | +21.0% | -3.2% |
| 6M | -25.0% | -55.7% | +30.6% | -5.7% |
| YTD | -32.7% | -43.1% | +10.5% | -22.4% |
| 1Y | -37.3% | -53.5% | +16.2% | -23.5% |
| 3Y | -5.9% | -59.8% | +53.9% | +8.1% |
| All | -5.9% | -60.1% | +54.2% | +8.1% |
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