+12.4%
AA vs NIO
-90.7%
+103.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.6% | -1.7% |
| 7D | -0.7% | -13.0% | +12.3% | +2.9% |
| 30D | +5.0% | -18.3% | +23.3% | +10.6% |
| 3M | -35.8% | -33.2% | -2.6% | -28.8% |
| 6M | -18.4% | -21.5% | +3.1% | -14.7% |
| YTD | -5.5% | -25.5% | +20.0% | -0.4% |
| 1Y | +61.0% | -38.0% | +99.0% | +76.0% |
| 3Y | +66.2% | -65.5% | +131.7% | +95.7% |
| All | +12.4% | -90.7% | +103.1% | +80.5% |
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