+100.4%
KLAC vs NIO
-38.9%
+139.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.7% |
| 7D | +6.2% | -4.1% | +10.3% | +7.1% |
| 30D | -5.0% | -23.2% | +18.2% | +0.5% |
| 3M | -14.4% | -29.9% | +15.5% | -7.5% |
| 6M | +28.3% | -25.1% | +53.4% | +34.0% |
| YTD | +51.1% | -27.5% | +78.5% | +57.6% |
| 1Y | +100.4% | -41.1% | +141.5% | +126.0% |
| All | +100.4% | -38.9% | +139.3% | +126.0% |
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