+96.0%
KEYS vs NIO
-37.4%
+133.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.6% |
| 7D | +2.3% | -13.0% | +15.3% | +4.2% |
| 30D | -2.6% | -18.3% | +15.7% | 0.0% |
| 3M | -4.6% | -33.2% | +28.6% | +0.7% |
| 6M | +8.7% | -21.5% | +30.2% | +11.3% |
| YTD | +61.0% | -25.5% | +86.5% | +65.7% |
| 1Y | +96.0% | -38.0% | +134.0% | +115.3% |
| All | +96.0% | -37.4% | +133.4% | +115.3% |
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