+46.7%
KRE vs NIO
-51.7%
+98.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.7% |
| 7D | +0.7% | -14.5% | +15.2% | +2.0% |
| 30D | +6.1% | -15.0% | +21.1% | +7.5% |
| 3M | -5.9% | -35.6% | +29.6% | -2.6% |
| 6M | +9.6% | -55.7% | +65.3% | +16.8% |
| YTD | +14.2% | -43.1% | +57.3% | +18.5% |
| 1Y | +22.5% | -53.5% | +76.0% | +29.2% |
| 3Y | +90.4% | -59.8% | +150.2% | +95.8% |
| 5Y | +11.9% | -93.2% | +105.1% | +26.6% |
| All | +46.7% | -51.7% | +98.3% | +32.1% |
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