+394.8%
KEYS vs NIO
-36.7%
+431.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.6% |
| 7D | +2.3% | -13.0% | +15.3% | +3.5% |
| 30D | -2.6% | -18.3% | +15.7% | -0.9% |
| 3M | -4.6% | -33.2% | +28.6% | -1.2% |
| 6M | +8.7% | -21.5% | +30.2% | +10.5% |
| YTD | +61.0% | -25.5% | +86.5% | +64.3% |
| 1Y | +96.0% | -38.0% | +134.0% | +102.5% |
| 3Y | +144.4% | -65.5% | +209.9% | +156.1% |
| 5Y | +80.5% | -90.6% | +171.1% | +99.5% |
| All | +394.8% | -36.7% | +431.5% | +366.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling