+46.2%
KRE vs NIO
-49.2%
+95.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.3% | -0.1% |
| 7D | +0.3% | -4.7% | +5.0% | +0.7% |
| 30D | +5.0% | -14.3% | +19.3% | +6.3% |
| 3M | -5.7% | -32.8% | +27.1% | -2.7% |
| 6M | +7.5% | -49.8% | +57.4% | +13.4% |
| YTD | +13.8% | -40.2% | +54.0% | +17.7% |
| 1Y | +20.7% | -52.7% | +73.4% | +27.1% |
| 3Y | +90.1% | -57.9% | +148.0% | +94.8% |
| 5Y | +11.5% | -92.9% | +104.4% | +25.7% |
| All | +46.2% | -49.2% | +95.4% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling