+160.2%
KR vs NIO
-46.0%
+206.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.3% |
| 7D | +0.8% | -1.8% | +2.6% | +0.7% |
| 30D | +11.1% | -6.6% | +17.7% | +11.0% |
| 3M | +24.4% | -29.9% | +54.3% | +24.2% |
| 6M | +8.5% | -46.6% | +55.2% | +8.3% |
| YTD | +13.1% | -36.5% | +49.6% | +12.9% |
| 1Y | +9.3% | -51.1% | +60.4% | +9.1% |
| 3Y | +69.3% | -55.2% | +124.5% | +69.1% |
| 5Y | +83.2% | -92.3% | +175.6% | +83.1% |
| All | +160.2% | -46.0% | +206.2% | +158.9% |
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