+22.6%
KMI vs NIO
-38.9%
+61.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.8% |
| 7D | -1.8% | -4.1% | +2.4% | -1.8% |
| 30D | +0.1% | -23.2% | +23.3% | +0.1% |
| 3M | +1.2% | -29.9% | +31.1% | +1.3% |
| 6M | -3.9% | -25.1% | +21.2% | -3.9% |
| YTD | +17.5% | -27.5% | +45.0% | +17.3% |
| 1Y | +22.6% | -41.1% | +63.7% | +24.9% |
| All | +22.6% | -38.9% | +61.6% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling