+26.8%
KDP vs NIO
-60.1%
+86.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +2.7% |
| 7D | -0.8% | -14.5% | +13.7% | -0.6% |
| 30D | +9.7% | -15.0% | +24.7% | +10.0% |
| 3M | +17.6% | -35.6% | +53.2% | +18.2% |
| 6M | +25.8% | -55.7% | +81.4% | +27.2% |
| YTD | +33.9% | -43.1% | +77.0% | +34.6% |
| 1Y | +38.9% | -53.5% | +92.4% | +40.1% |
| 3Y | +26.8% | -59.8% | +86.6% | +28.2% |
| All | +26.8% | -60.1% | +86.9% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling