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BEKE vs. NIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BEKE vs. NIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KE Holdings Inc. (BEKE) and NIO Inc. (NIO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BEKE achieves a 4.44% return, which is significantly lower than NIO's 6.86% return.


BEKE

1D
0.50%
1M
-14.36%
YTD
4.44%
6M
-3.64%
1Y
-12.41%
3Y*
1.40%
5Y*
-18.25%
10Y*

NIO

1D
1.68%
1M
-6.84%
YTD
6.86%
6M
6.86%
1Y
50.14%
3Y*
-11.00%
5Y*
-33.76%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEKE vs. NIO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BEKE
KE Holdings Inc.
4.44%-12.65%16.49%17.37%-30.62%-67.31%64.37%
NIO
NIO Inc.
6.86%16.97%-51.93%-6.97%-69.22%-35.00%264.82%

Correlation

The correlation between BEKE and NIO is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Aug 14, 2020

0.44

The correlation between BEKE and NIO shifts across timeframes, from 0.27 (1 year) to 0.47 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BEKE:

$18.33B

NIO:

$13.52B

EPS

BEKE:

$2.95

NIO:

-$3.74

PS Ratio

BEKE:

0.21

NIO:

0.13

PB Ratio

BEKE:

0.29

NIO:

3.12

Total Revenue (TTM)

BEKE:

$90.03B

NIO:

$100.51B

Gross Profit (TTM)

BEKE:

$19.92B

NIO:

$15.77B

EBITDA (TTM)

BEKE:

$6.67B

NIO:

-$7.54B

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Return for Risk

BEKE vs. NIO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEKE
BEKE Risk / Return Rank: 2626
Overall Rank
BEKE Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BEKE Sortino Ratio Rank: 2525
Sortino Ratio Rank
BEKE Omega Ratio Rank: 2626
Omega Ratio Rank
BEKE Calmar Ratio Rank: 2626
Calmar Ratio Rank
BEKE Martin Ratio Rank: 2525
Martin Ratio Rank

NIO
NIO Risk / Return Rank: 6565
Overall Rank
NIO Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
NIO Sortino Ratio Rank: 6767
Sortino Ratio Rank
NIO Omega Ratio Rank: 6363
Omega Ratio Rank
NIO Calmar Ratio Rank: 6565
Calmar Ratio Rank
NIO Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEKE vs. NIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KE Holdings Inc. (BEKE) and NIO Inc. (NIO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BEKENIODifference
Sharpe ratioReturn per unit of total volatility

-1.15

Sortino ratioReturn per unit of downside risk

-1.81

Omega ratioGain probability vs. loss probability

0.97

1.17

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.46

1.15

-1.61

Martin ratioReturn relative to average drawdown

-0.88

2.06

-2.94

BEKE vs. NIO - Sharpe Ratio Comparison

The current BEKE Sharpe Ratio is -0.35, which is lower than the NIO Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of BEKE and NIO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BEKENIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

0.80

-1.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.25

-0.47

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.17

-0.03

-0.14

Drawdowns

BEKE vs. NIO - Drawdown Comparison

The maximum BEKE drawdown since its inception was -88.26%, smaller than the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for BEKE and NIO.


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Drawdown Indicators


BEKENIODifference

Max Drawdown

Largest peak-to-trough decline

-88.26%

-95.00%

+6.74%

Max Drawdown (1Y)

Largest decline over 1 year

-27.26%

-43.73%

+16.47%

Max Drawdown (3Y)

Largest decline over 3 years

-41.39%

-79.69%

+38.30%

Max Drawdown (5Y)

Largest decline over 5 years

-82.70%

-94.10%

+11.40%

Current Drawdown

Current decline from peak

-77.30%

-91.33%

+14.03%

Average Drawdown

Average peak-to-trough decline

-67.93%

-67.89%

-0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.10%

24.47%

-10.37%

Volatility

BEKE vs. NIO - Volatility Comparison

The current volatility for KE Holdings Inc. (BEKE) is 14.66%, while NIO Inc. (NIO) has a volatility of 19.67%. This indicates that BEKE experiences smaller price fluctuations and is considered to be less risky than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEKENIODifference

Volatility (1M)

Calculated over the trailing 1-month period

14.66%

19.67%

-5.01%

Volatility (6M)

Calculated over the trailing 6-month period

28.33%

40.94%

-12.61%

Volatility (1Y)

Calculated over the trailing 1-year period

36.16%

63.03%

-26.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

73.21%

71.70%

+1.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

74.30%

86.69%

-12.39%

Dividends

BEKE vs. NIO - Dividend Comparison

BEKE's dividend yield for the trailing twelve months is around 1.71%, while NIO has not paid dividends to shareholders.


PositionTTM202520242023
BEKE
KE Holdings Inc.
1.71%2.28%1.91%1.05%
NIO
NIO Inc.
0.00%0.00%0.00%0.00%

Financials

BEKE vs. NIO - Financials Comparison

This section allows you to compare key financial metrics between KE Holdings Inc. and NIO Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B15.00B20.00B25.00B30.00B35.00B20222023202420252026
18.78B
25.53B
(BEKE) Total Revenue
(NIO) Total Revenue
Values in USD except per share items

BEKE vs. NIO - Profitability Comparison

The chart below illustrates the profitability comparison between KE Holdings Inc. and NIO Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%20222023202420252026
24.1%
19.0%
Portfolio components
BEKE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KE Holdings Inc. reported a gross profit of 4.53B and revenue of 18.78B. Therefore, the gross margin over that period was 24.1%.

NIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.

BEKE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KE Holdings Inc. reported an operating income of 1.27B and revenue of 18.78B, resulting in an operating margin of 6.7%.

NIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, resulting in an operating margin of -1.2%.

BEKE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KE Holdings Inc. reported a net income of 1.25B and revenue of 18.78B, resulting in a net margin of 6.7%.

NIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.


Frequently Asked Questions


BEKE and NIO have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NIO has higher volatility (19.67%) compared to BEKE (14.66%). In terms of maximum drawdown, BEKE dropped -88.26% vs NIO's -95.00%.

NIO currently has the higher Sharpe Ratio (0.80 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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