+213.0%
AAOI vs NIO
-38.5%
+251.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.3% |
| 7D | -0.2% | -2.9% | +2.7% | +0.6% |
| 30D | -23.7% | -18.7% | -5.0% | -19.6% |
| 3M | -39.0% | -29.4% | -9.6% | -33.5% |
| 6M | -17.0% | -32.5% | +15.5% | -7.9% |
| YTD | +202.2% | -27.6% | +229.9% | +228.2% |
| 1Y | +292.4% | -39.2% | +331.6% | +343.9% |
| 3Y | +804.4% | -64.3% | +868.7% | +982.1% |
| 5Y | +1,318.0% | -90.3% | +1,408.3% | +1,901.5% |
| All | +213.0% | -38.5% | +251.5% | +194.9% |
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 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