+175.1%
KMI vs NIO
-46.0%
+221.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.3% |
| 7D | +0.2% | -1.8% | +2.0% | +0.3% |
| 30D | -3.7% | -6.6% | +3.0% | -3.3% |
| 3M | +1.2% | -29.9% | +31.1% | +3.1% |
| 6M | -0.3% | -46.6% | +46.4% | +2.9% |
| YTD | +19.2% | -36.5% | +55.7% | +21.4% |
| 1Y | +21.7% | -51.1% | +72.8% | +25.6% |
| 3Y | +120.4% | -55.2% | +175.6% | +123.0% |
| 5Y | +144.9% | -92.3% | +237.2% | +165.4% |
| All | +175.1% | -46.0% | +221.1% | +144.2% |
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