+8.7%
AA vs NIO
-51.1%
+59.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.6% | +5.2% | +5.7% |
| 7D | +4.8% | +6.9% | -2.1% | +3.7% |
| 30D | -0.6% | -4.7% | +4.1% | 0.0% |
| 3M | -16.3% | -28.1% | +11.8% | -12.5% |
| 6M | -33.4% | -41.7% | +8.3% | -28.7% |
| YTD | -20.7% | -33.1% | +12.4% | -15.3% |
| All | +8.7% | -51.1% | +59.7% | +20.8% |
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