+47.7%
KDP vs NIO
-53.4%
+101.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.7% |
| 7D | +4.0% | -1.8% | +5.8% | +3.9% |
| 30D | +16.8% | -6.6% | +23.4% | +16.6% |
| 3M | +32.0% | -29.9% | +61.9% | +31.2% |
| 6M | +35.2% | -46.6% | +81.8% | +34.4% |
| YTD | +40.9% | -36.5% | +77.4% | +40.7% |
| 1Y | +47.7% | -51.1% | +98.8% | +50.0% |
| All | +47.7% | -53.4% | +101.0% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling