+307.9%
KKR vs NIO
-46.0%
+353.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | -1.3% | -1.8% | +0.5% | -1.1% |
| 30D | +9.3% | -6.6% | +16.0% | +10.2% |
| 3M | -9.8% | -29.9% | +20.0% | -6.1% |
| 6M | +1.0% | -46.6% | +47.6% | +8.3% |
| YTD | -21.1% | -36.5% | +15.4% | -17.8% |
| 1Y | -17.0% | -51.1% | +34.2% | -10.8% |
| 3Y | +60.6% | -55.2% | +115.9% | +65.1% |
| 5Y | +33.6% | -92.3% | +125.9% | +57.9% |
| All | +307.9% | -46.0% | +353.9% | +272.2% |
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