+75.0%
KEEL vs NIO
-36.7%
+111.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +2.0% |
| 7D | +2.9% | -2.9% | +5.8% | +4.7% |
| 30D | +0.8% | -18.7% | +19.6% | +13.9% |
| 3M | -35.3% | -29.4% | -5.9% | -20.9% |
| 6M | +59.4% | -32.5% | +91.9% | +93.6% |
| YTD | +51.9% | -27.6% | +79.6% | +73.5% |
| 1Y | +75.0% | -39.2% | +114.2% | +136.5% |
| All | +75.0% | -36.7% | +111.7% | +136.5% |
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