+85.5%
KDP vs NIO
-51.7%
+137.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +2.7% |
| 7D | -0.8% | -14.5% | +13.7% | -0.4% |
| 30D | +9.7% | -15.0% | +24.7% | +10.1% |
| 3M | +17.6% | -35.6% | +53.2% | +18.8% |
| 6M | +25.8% | -55.7% | +81.4% | +28.2% |
| YTD | +33.9% | -43.1% | +77.0% | +35.3% |
| 1Y | +38.9% | -53.5% | +92.4% | +41.1% |
| 3Y | +26.8% | -59.8% | +86.6% | +27.8% |
| 5Y | +16.3% | -93.2% | +109.5% | +20.8% |
| All | +85.5% | -51.7% | +137.2% | +73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling