+74.8%
KKR vs NIO
-90.3%
+165.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -0.6% | -6.7% | +6.0% | +0.5% |
| 30D | +3.0% | -20.0% | +23.1% | +7.0% |
| 3M | +13.6% | -30.5% | +44.1% | +20.7% |
| 6M | +16.2% | -20.7% | +36.9% | +19.0% |
| YTD | -16.6% | -25.7% | +9.1% | -13.9% |
| 1Y | -23.2% | -38.6% | +15.4% | -18.9% |
| 3Y | +71.7% | -62.3% | +134.0% | +86.7% |
| 5Y | +74.8% | -90.1% | +164.9% | +132.1% |
| All | +74.8% | -90.3% | +165.1% | +132.1% |
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