-35.2%
AAL vs NIO
-93.2%
+58.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.9% | -0.1% |
| 7D | -0.1% | -14.5% | +14.4% | +3.0% |
| 30D | +11.7% | -15.0% | +26.7% | +15.3% |
| 3M | -12.5% | -35.6% | +23.0% | -5.0% |
| 6M | +3.6% | -55.7% | +59.3% | +20.1% |
| YTD | -14.1% | -43.1% | +29.0% | -6.3% |
| 1Y | +0.8% | -53.5% | +54.3% | +14.1% |
| 3Y | +11.8% | -59.8% | +71.6% | +18.8% |
| All | -35.2% | -93.2% | +58.0% | -3.6% |
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