+120.2%
KMI vs NIO
-62.3%
+182.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | -0.4% | -6.7% | +6.3% | -0.2% |
| 30D | +3.7% | -20.0% | +23.7% | +4.3% |
| 3M | +3.2% | -30.5% | +33.6% | +4.2% |
| 6M | -3.0% | -20.7% | +17.7% | -2.7% |
| YTD | +19.7% | -25.7% | +45.3% | +20.2% |
| 1Y | +25.6% | -38.6% | +64.2% | +26.9% |
| 3Y | +120.2% | -62.3% | +182.5% | +124.1% |
| All | +120.2% | -62.3% | +182.5% | +124.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling