+339.2%
KKR vs NIO
-36.7%
+375.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.3% | -1.7% |
| 7D | -0.9% | -13.0% | +12.2% | +0.8% |
| 30D | +2.2% | -18.3% | +20.4% | +4.6% |
| 3M | +13.1% | -33.2% | +46.3% | +18.4% |
| 6M | +15.3% | -21.5% | +36.7% | +17.4% |
| YTD | -15.0% | -25.5% | +10.5% | -13.1% |
| 1Y | -21.0% | -38.0% | +17.0% | -18.0% |
| 3Y | +76.7% | -65.5% | +142.2% | +87.8% |
| 5Y | +74.3% | -90.6% | +164.9% | +101.3% |
| All | +339.2% | -36.7% | +375.8% | +293.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling