-38.0%
NIO vs KMX
+5.0%
-43.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.5% |
| 7D | -13.0% | +1.9% | -14.9% | -13.0% |
| 30D | -18.3% | +11.7% | -30.0% | -18.2% |
| 3M | -33.2% | +34.9% | -68.1% | -33.0% |
| 6M | -21.5% | +50.3% | -71.7% | -21.2% |
| YTD | -25.5% | +63.8% | -89.3% | -25.0% |
| 1Y | -38.0% | +3.8% | -41.8% | -37.6% |
| All | -38.0% | +5.0% | -43.0% | -37.6% |
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