+248.2%
MKSI vs NIO
-36.8%
+285.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | +7.7% | -6.7% | +14.4% | +9.0% |
| 30D | -12.9% | -20.0% | +7.2% | -9.4% |
| 3M | -14.8% | -30.5% | +15.6% | -9.3% |
| 6M | +26.6% | -20.7% | +47.4% | +30.9% |
| YTD | +66.6% | -25.7% | +92.3% | +73.9% |
| 1Y | +144.6% | -38.6% | +183.1% | +162.8% |
| 3Y | +193.1% | -62.3% | +255.4% | +221.3% |
| 5Y | +88.6% | -90.1% | +178.7% | +135.2% |
| All | +248.2% | -36.8% | +285.0% | +216.3% |
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