-63.2%
AAL vs NIO
-43.2%
-20.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.6% | +6.8% | +7.3% |
| 7D | +8.3% | +6.9% | +1.4% | +7.2% |
| 30D | +11.0% | -4.7% | +15.7% | +11.8% |
| 3M | -11.2% | -28.1% | +16.9% | -6.8% |
| 6M | +6.1% | -41.7% | +47.8% | +14.3% |
| YTD | -7.6% | -33.1% | +25.5% | -3.3% |
| 1Y | +3.7% | -50.3% | +54.0% | +13.4% |
| 3Y | +20.5% | -54.4% | +74.9% | +24.8% |
| 5Y | -36.4% | -91.6% | +55.2% | -21.0% |
| All | -63.2% | -43.2% | -20.1% | -68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling