+400.5%
KEYS vs NIO
-38.3%
+438.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.5% |
| 7D | +2.9% | -4.1% | +7.1% | +3.3% |
| 30D | -1.3% | -23.2% | +21.9% | +1.0% |
| 3M | -0.1% | -29.9% | +29.8% | +3.1% |
| 6M | +17.4% | -25.1% | +42.5% | +19.8% |
| YTD | +62.9% | -27.5% | +90.4% | +66.6% |
| 1Y | +95.7% | -41.1% | +136.8% | +103.2% |
| 3Y | +150.2% | -63.1% | +213.3% | +160.7% |
| 5Y | +83.1% | -90.4% | +173.5% | +102.3% |
| All | +400.5% | -38.3% | +438.9% | +372.7% |
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