+312.1%
KKR vs NIO
-38.5%
+350.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.2% |
| 7D | -6.2% | -2.9% | -3.3% | -5.8% |
| 30D | -8.9% | -18.7% | +9.9% | -6.6% |
| 3M | +6.3% | -29.4% | +35.7% | +10.6% |
| 6M | +16.5% | -32.5% | +49.0% | +21.1% |
| YTD | -20.3% | -27.6% | +7.4% | -18.2% |
| 1Y | -29.8% | -39.2% | +9.4% | -26.9% |
| 3Y | +63.2% | -64.3% | +127.5% | +72.6% |
| 5Y | +68.0% | -90.3% | +158.2% | +93.7% |
| All | +312.1% | -38.5% | +350.6% | +270.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling