+25.8%
KMB vs NIO
-51.7%
+77.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.9% | +7.0% | +2.1% |
| 7D | +0.9% | -14.5% | +15.4% | +0.9% |
| 30D | +10.1% | -15.0% | +25.0% | +10.1% |
| 3M | 0.0% | -35.6% | +35.6% | +0.1% |
| 6M | +15.7% | -55.7% | +71.3% | +15.8% |
| YTD | +12.6% | -43.1% | +55.8% | +12.7% |
| 1Y | +10.1% | -53.5% | +63.7% | +10.2% |
| 3Y | +2.1% | -59.8% | +62.0% | +2.1% |
| 5Y | -0.7% | -93.2% | +92.5% | -1.2% |
| All | +25.8% | -51.7% | +77.5% | +24.0% |
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 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