+71.7%
KKR vs NIO
-62.3%
+134.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -0.6% | -6.7% | +6.0% | 0.0% |
| 30D | +3.0% | -20.0% | +23.1% | +5.0% |
| 3M | +13.6% | -30.5% | +44.1% | +17.2% |
| 6M | +16.2% | -20.7% | +36.9% | +17.6% |
| YTD | -16.6% | -25.7% | +9.1% | -15.2% |
| 1Y | -23.2% | -38.6% | +15.4% | -20.9% |
| 3Y | +71.7% | -62.3% | +134.0% | +83.0% |
| All | +71.7% | -62.3% | +134.0% | +83.0% |
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