+144.2%
BKR vs NIO
-36.7%
+180.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.3% | -0.1% |
| 7D | +1.7% | -13.0% | +14.8% | +2.8% |
| 30D | +3.3% | -18.3% | +21.6% | +4.9% |
| 3M | -3.6% | -33.2% | +29.6% | -0.6% |
| 6M | +5.0% | -21.5% | +26.5% | +6.3% |
| YTD | +40.9% | -25.5% | +66.4% | +43.0% |
| 1Y | +39.2% | -38.0% | +77.2% | +42.8% |
| 3Y | +83.7% | -65.5% | +149.2% | +90.8% |
| 5Y | +207.5% | -90.6% | +298.1% | +239.4% |
| All | +144.2% | -36.7% | +180.9% | +106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling