+489.1%
KLAC vs NIO
-90.3%
+579.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +10.6% | -6.7% | +17.2% | +11.9% |
| 30D | -4.5% | -20.0% | +15.5% | -0.6% |
| 3M | -10.3% | -30.5% | +20.2% | -4.2% |
| 6M | +40.9% | -20.7% | +61.6% | +45.3% |
| YTD | +56.1% | -25.7% | +81.8% | +62.7% |
| 1Y | +109.0% | -38.6% | +147.6% | +124.0% |
| 3Y | +288.8% | -62.3% | +351.1% | +325.6% |
| 5Y | +489.1% | -90.1% | +579.2% | +688.2% |
| All | +489.1% | -90.3% | +579.5% | +688.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling