+157.0%
MKSI vs NIO
-37.4%
+194.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.8% | +4.7% |
| 7D | +1.8% | -13.0% | +14.8% | +5.9% |
| 30D | -16.8% | -18.3% | +1.5% | -11.9% |
| 3M | -21.1% | -33.2% | +12.1% | -11.3% |
| 6M | +10.8% | -21.5% | +32.3% | +16.8% |
| YTD | +63.3% | -25.5% | +88.8% | +73.9% |
| 1Y | +157.0% | -38.0% | +195.0% | +209.4% |
| All | +157.0% | -37.4% | +194.4% | +209.4% |
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