+8.5%
AAL vs NIO
-53.4%
+61.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +3.4% | -1.8% | +5.3% | +3.6% |
| 30D | +11.7% | -6.6% | +18.4% | +12.4% |
| 3M | -7.8% | -29.9% | +22.1% | -5.7% |
| 6M | +10.2% | -46.6% | +56.9% | +15.0% |
| YTD | -8.0% | -36.5% | +28.4% | -6.0% |
| 1Y | +8.5% | -51.1% | +59.7% | +14.9% |
| All | +8.5% | -53.4% | +61.9% | +14.9% |
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