+30.1%
KDP vs NIO
-41.8%
+71.9%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -0.4% |
| 7D | +2.2% | +5.6% | -3.4% | +2.5% |
| 30D | +19.9% | -4.2% | +24.2% | +19.4% |
| 3M | +21.5% | -26.3% | +47.8% | +18.4% |
| 6M | +30.1% | -42.5% | +72.6% | +26.8% |
| All | +30.1% | -41.8% | +71.9% | +26.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling