+167.1%
KMI vs NIO
-40.3%
+207.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.8% | -1.3% |
| 7D | -2.1% | -7.3% | +5.2% | -1.7% |
| 30D | -1.7% | -22.5% | +20.8% | -0.4% |
| 3M | -1.9% | -30.9% | +29.0% | 0.0% |
| 6M | -4.3% | -37.2% | +32.8% | -2.3% |
| YTD | +15.8% | -29.8% | +45.6% | +17.4% |
| 1Y | +17.6% | -37.4% | +55.0% | +19.6% |
| 3Y | +113.1% | -64.3% | +177.5% | +118.5% |
| 5Y | +154.0% | -90.6% | +244.6% | +172.0% |
| All | +167.1% | -40.3% | +207.5% | +136.1% |
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