+16.9%
NIKL vs SPY
+20.8%
-4.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.9% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +4.2% | +0.1% | +4.1% | +4.0% |
| 3M | +1.0% | +2.0% | -1.0% | -2.3% |
| 6M | -18.0% | +13.0% | -31.0% | -34.9% |
| YTD | -6.6% | +13.5% | -20.2% | -26.5% |
| 1Y | +16.9% | +20.0% | -3.1% | -15.0% |
| All | +16.9% | +20.8% | -4.0% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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