+1,880.1%
KLAC vs NIO
-38.3%
+1,918.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.9% |
| 7D | +6.2% | -4.1% | +10.3% | +6.8% |
| 30D | -5.0% | -23.2% | +18.2% | -1.5% |
| 3M | -14.4% | -29.9% | +15.5% | -10.1% |
| 6M | +28.3% | -25.1% | +53.4% | +32.6% |
| YTD | +51.1% | -27.5% | +78.5% | +56.7% |
| 1Y | +100.4% | -41.1% | +141.5% | +112.8% |
| 3Y | +276.3% | -63.1% | +339.5% | +302.0% |
| 5Y | +452.1% | -90.4% | +542.4% | +561.5% |
| All | +1,880.1% | -38.3% | +1,918.5% | +1,802.8% |
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