+20.7%
KMB vs NIO
-36.7%
+57.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.6% |
| 7D | -3.0% | -13.0% | +10.0% | -3.0% |
| 30D | -5.5% | -18.3% | +12.8% | -5.5% |
| 3M | +14.0% | -33.2% | +47.2% | +14.0% |
| 6M | +4.1% | -21.5% | +25.6% | +4.1% |
| YTD | +8.0% | -25.5% | +33.5% | +8.1% |
| 1Y | -13.7% | -38.0% | +24.3% | -13.7% |
| 3Y | -5.9% | -65.5% | +59.5% | -6.0% |
| 5Y | -8.6% | -90.6% | +82.0% | -9.1% |
| All | +20.7% | -36.7% | +57.3% | +18.9% |
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