+19.7%
KDP vs NIO
-92.0%
+111.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.6% | +1.8% |
| 7D | +8.2% | +2.8% | +5.4% | +8.1% |
| 30D | +18.4% | -8.4% | +26.7% | +18.6% |
| 3M | +29.2% | -32.0% | +61.2% | +30.3% |
| 6M | +32.3% | -43.9% | +76.2% | +34.0% |
| YTD | +38.5% | -35.7% | +74.2% | +39.5% |
| 1Y | +48.5% | -51.1% | +99.6% | +50.7% |
| 3Y | +32.5% | -54.7% | +87.2% | +33.0% |
| 5Y | +19.7% | -91.7% | +111.4% | +24.2% |
| All | +19.7% | -92.0% | +111.7% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling