+48.0%
KRE vs NIO
-40.3%
+88.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +0.8% |
| 7D | -1.4% | -7.3% | +5.8% | -0.8% |
| 30D | -3.9% | -22.5% | +18.6% | -1.9% |
| 3M | +3.6% | -30.9% | +34.5% | +6.7% |
| 6M | +15.4% | -37.2% | +52.6% | +19.2% |
| YTD | +15.2% | -29.8% | +45.0% | +17.6% |
| 1Y | +16.5% | -37.4% | +53.9% | +19.5% |
| 3Y | +85.2% | -64.3% | +149.5% | +92.4% |
| 5Y | +33.1% | -90.6% | +123.7% | +46.8% |
| All | +48.0% | -40.3% | +88.3% | +31.1% |
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