-53.9%
NIO vs KMX
+35.0%
-88.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.3% | +0.2% | +3.4% |
| 7D | -0.6% | +2.1% | -2.7% | -0.6% |
| 30D | -3.5% | +0.5% | -4.0% | -3.6% |
| 3M | -30.7% | -4.1% | -26.6% | -30.7% |
| 6M | -45.6% | +49.5% | -95.1% | -46.0% |
| YTD | -35.3% | +42.7% | -78.0% | -35.7% |
| 1Y | -53.9% | +35.3% | -89.2% | -54.3% |
| All | -53.9% | +35.0% | -88.9% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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