+33.0%
KRE vs NIO
-90.3%
+123.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +2.3% | -6.7% | +9.0% | +3.1% |
| 30D | -2.5% | -20.0% | +17.5% | -0.2% |
| 3M | +6.2% | -30.5% | +36.7% | +10.2% |
| 6M | +15.8% | -20.7% | +36.5% | +17.5% |
| YTD | +16.0% | -25.7% | +41.7% | +18.3% |
| 1Y | +16.2% | -38.6% | +54.7% | +20.3% |
| 3Y | +86.4% | -62.3% | +148.7% | +95.9% |
| 5Y | +33.0% | -90.1% | +123.0% | +58.5% |
| All | +33.0% | -90.3% | +123.3% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling