+16.0%
KRE vs NIO
-38.9%
+55.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.1% |
| 7D | -1.1% | -4.1% | +3.1% | -1.0% |
| 30D | -3.4% | -23.2% | +19.8% | -3.2% |
| 3M | +3.7% | -29.9% | +33.6% | +4.0% |
| 6M | +14.8% | -25.1% | +39.9% | +14.4% |
| YTD | +14.7% | -27.5% | +42.1% | +14.2% |
| 1Y | +16.0% | -41.1% | +57.1% | +17.9% |
| All | +16.0% | -38.9% | +55.0% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling