+171.0%
KMI vs NIO
-36.7%
+207.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.5% |
| 7D | -0.5% | -13.0% | +12.5% | +0.2% |
| 30D | +0.9% | -18.3% | +19.2% | +2.0% |
| 3M | 0.0% | -33.2% | +33.2% | +2.1% |
| 6M | -5.7% | -21.5% | +15.8% | -4.9% |
| YTD | +17.5% | -25.5% | +43.0% | +18.7% |
| 1Y | +22.3% | -38.0% | +60.3% | +24.5% |
| 3Y | +111.9% | -65.5% | +177.4% | +117.8% |
| 5Y | +151.8% | -90.6% | +242.4% | +169.7% |
| All | +171.0% | -36.7% | +207.7% | +138.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling