+179.2%
BKR vs NIO
-90.7%
+270.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.2% | -3.4% | -6.4% |
| 7D | -6.7% | -7.3% | +0.6% | -6.2% |
| 30D | -8.3% | -22.5% | +14.2% | -6.8% |
| 3M | -5.4% | -30.9% | +25.5% | -3.1% |
| 6M | +0.8% | -37.2% | +38.0% | +3.5% |
| YTD | +31.8% | -29.8% | +61.7% | +34.1% |
| 1Y | +28.6% | -37.4% | +66.0% | +31.5% |
| 3Y | +71.2% | -64.3% | +135.6% | +76.2% |
| 5Y | +179.2% | -90.6% | +269.8% | +215.3% |
| All | +179.2% | -90.7% | +270.0% | +215.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling