+50.1%
KEY vs NIO
-43.2%
+93.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.6% |
| 7D | -0.4% | +6.9% | -7.3% | -1.0% |
| 30D | +7.2% | -4.7% | +12.0% | +7.6% |
| 3M | -4.9% | -28.1% | +23.2% | -2.2% |
| 6M | +1.1% | -41.7% | +42.8% | +5.6% |
| YTD | +6.8% | -33.1% | +39.9% | +9.6% |
| 1Y | +23.3% | -50.3% | +73.6% | +29.9% |
| 3Y | +126.1% | -54.4% | +180.4% | +130.6% |
| 5Y | +15.2% | -91.6% | +106.8% | +29.4% |
| All | +50.1% | -43.2% | +93.3% | +30.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling