+16.0%
AA vs NIO
-54.1%
+70.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.7% | +2.3% |
| 7D | +0.9% | -0.6% | +1.5% | +1.0% |
| 30D | -6.4% | -3.5% | -2.9% | -6.1% |
| 3M | -13.0% | -30.7% | +17.7% | -8.8% |
| 6M | -34.6% | -45.6% | +11.0% | -29.8% |
| YTD | -23.0% | -35.3% | +12.3% | -17.5% |
| 1Y | +16.0% | -53.9% | +69.9% | +35.7% |
| All | +16.0% | -54.1% | +70.1% | +35.7% |
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