+119.4%
KR vs NIO
-36.7%
+156.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.1% |
| 7D | +1.5% | -13.0% | +14.6% | +1.4% |
| 30D | +4.1% | -18.3% | +22.4% | +4.0% |
| 3M | -5.2% | -33.2% | +28.0% | -5.4% |
| 6M | -12.8% | -21.5% | +8.7% | -12.9% |
| YTD | -4.6% | -25.5% | +20.9% | -4.7% |
| 1Y | -11.7% | -38.0% | +26.3% | -11.8% |
| 3Y | +36.3% | -65.5% | +101.7% | +36.2% |
| 5Y | +40.0% | -90.6% | +130.6% | +40.0% |
| All | +119.4% | -36.7% | +156.1% | +118.5% |
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