+50.9%
KRE vs NIO
-36.7%
+87.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.7% |
| 7D | +1.3% | -13.0% | +14.3% | +2.5% |
| 30D | -2.7% | -18.3% | +15.6% | -1.1% |
| 3M | +8.2% | -33.2% | +41.4% | +11.7% |
| 6M | +12.8% | -21.5% | +34.3% | +14.3% |
| YTD | +17.5% | -25.5% | +43.0% | +19.4% |
| 1Y | +16.6% | -38.0% | +54.6% | +19.7% |
| 3Y | +79.5% | -65.5% | +144.9% | +87.1% |
| 5Y | +32.4% | -90.6% | +123.0% | +45.9% |
| All | +50.9% | -36.7% | +87.6% | +33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling