+136.6%
KMI vs NIO
-92.2%
+228.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +2.0% |
| 7D | -6.5% | +6.9% | -13.4% | -6.9% |
| 30D | -5.1% | -4.7% | -0.3% | -4.9% |
| 3M | 0.0% | -28.1% | +28.0% | +1.5% |
| 6M | -0.9% | -41.7% | +40.8% | +1.6% |
| YTD | +15.4% | -33.1% | +48.5% | +17.0% |
| 1Y | +19.5% | -50.3% | +69.8% | +23.0% |
| 3Y | +116.3% | -54.4% | +170.7% | +118.6% |
| 5Y | +136.6% | -91.6% | +228.2% | +156.8% |
| All | +136.6% | -92.2% | +228.7% | +156.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling