-97.8%
NIKI price history and return analytics
+65.7%
-163.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.9% | -9.2% | -9.2% |
| 7D | -7.9% | -1.1% | -6.8% | -7.0% |
| 30D | -40.4% | -1.0% | -39.4% | -39.9% |
| 3M | -35.8% | +3.2% | -39.0% | -37.7% |
| 6M | -28.9% | +12.5% | -41.4% | -36.3% |
| YTD | -46.1% | +14.1% | -60.2% | -52.4% |
| 1Y | -69.1% | +18.9% | -88.0% | -73.4% |
| 3Y | -74.8% | +74.1% | -148.9% | -84.2% |
| All | -97.8% | +65.7% | -163.5% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling