-43.5%
KWEB vs NIO
-90.3%
+46.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.3% |
| 7D | -3.6% | -4.1% | +0.6% | -1.8% |
| 30D | -14.9% | -23.2% | +8.3% | -5.0% |
| 3M | -5.4% | -29.9% | +24.5% | +9.4% |
| 6M | -18.9% | -25.1% | +6.2% | -11.0% |
| YTD | -27.2% | -27.5% | +0.2% | -19.6% |
| 1Y | -34.2% | -41.1% | +6.9% | -22.1% |
| 3Y | +0.6% | -63.1% | +63.8% | +27.5% |
| 5Y | -43.5% | -90.4% | +46.9% | +18.4% |
| All | -43.5% | -90.3% | +46.8% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling