+59.6%
KEYS vs NIO
-54.1%
+113.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +3.4% | -9.8% | -6.8% |
| 7D | -14.8% | -0.6% | -14.2% | -14.7% |
| 30D | -25.6% | -3.5% | -22.1% | -25.2% |
| 3M | -16.2% | -30.7% | +14.4% | -12.1% |
| 6M | -18.6% | -45.6% | +27.0% | -11.8% |
| YTD | +40.7% | -35.3% | +76.0% | +47.6% |
| 1Y | +59.6% | -53.9% | +113.5% | +79.3% |
| All | +59.6% | -54.1% | +113.7% | +79.3% |
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