+21.4%
KRE vs NIO
-50.3%
+71.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.2% |
| 7D | -1.6% | -1.8% | +0.2% | -1.6% |
| 30D | +4.9% | -6.6% | +11.5% | +4.8% |
| 3M | -4.5% | -29.9% | +25.4% | -4.6% |
| 6M | +7.7% | -46.6% | +54.3% | +7.7% |
| YTD | +14.5% | -36.5% | +51.0% | +13.2% |
| All | +21.4% | -50.3% | +71.7% | +20.7% |
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