+177.9%
KMI vs NIO
-51.7%
+229.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | 0.0% |
| 7D | +6.5% | -14.5% | +21.0% | +7.4% |
| 30D | -3.4% | -15.0% | +11.5% | -2.7% |
| 3M | +0.4% | -35.6% | +35.9% | +2.7% |
| 6M | -0.9% | -55.7% | +54.7% | +3.2% |
| YTD | +20.5% | -43.1% | +63.6% | +23.4% |
| 1Y | +23.2% | -53.5% | +76.7% | +27.5% |
| 3Y | +121.6% | -59.8% | +181.4% | +125.5% |
| 5Y | +149.1% | -93.2% | +242.3% | +171.6% |
| All | +177.9% | -51.7% | +229.6% | +148.2% |
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 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