+25.1%
AA vs NIO
-36.7%
+61.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.6% | -1.8% |
| 7D | -0.7% | -13.0% | +12.3% | +1.9% |
| 30D | +5.0% | -18.3% | +23.3% | +9.0% |
| 3M | -35.8% | -33.2% | -2.6% | -30.9% |
| 6M | -18.4% | -21.5% | +3.1% | -15.6% |
| YTD | -5.5% | -25.5% | +20.0% | -1.7% |
| 1Y | +61.0% | -38.0% | +99.0% | +71.9% |
| 3Y | +66.2% | -65.5% | +131.7% | +85.7% |
| 5Y | +11.4% | -90.6% | +102.0% | +41.6% |
| All | +25.1% | -36.7% | +61.8% | +11.5% |
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 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