+45.9%
KDP vs NIO
-51.1%
+97.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.9% |
| 7D | +0.3% | +6.9% | -6.6% | +0.4% |
| 30D | +16.3% | -4.7% | +21.1% | +16.2% |
| 3M | +24.0% | -28.1% | +52.0% | +23.2% |
| 6M | +30.0% | -41.7% | +71.7% | +29.3% |
| YTD | +36.1% | -33.1% | +69.2% | +36.1% |
| All | +45.9% | -51.1% | +97.0% | +48.3% |
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 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