+36.4%
KR vs NIO
-90.3%
+126.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.4% |
| 7D | -3.1% | -4.1% | +1.1% | -3.1% |
| 30D | +0.6% | -23.2% | +23.9% | +0.3% |
| 3M | -9.8% | -29.9% | +20.1% | -10.1% |
| 6M | -22.1% | -25.1% | +3.0% | -22.4% |
| YTD | -8.1% | -27.5% | +19.3% | -8.4% |
| 1Y | -14.7% | -41.1% | +26.4% | -15.0% |
| 3Y | +28.6% | -63.1% | +91.7% | +28.4% |
| 5Y | +36.4% | -90.4% | +126.7% | +32.3% |
| All | +36.4% | -90.3% | +126.6% | +32.3% |
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