+1,314.2%
AAOI vs NIO
-90.3%
+1,404.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +0.9% |
| 7D | -0.2% | -2.9% | +2.7% | +0.9% |
| 30D | -23.7% | -18.7% | -5.0% | -17.5% |
| 3M | -39.0% | -29.4% | -9.6% | -30.6% |
| 6M | -17.0% | -32.5% | +15.5% | -3.3% |
| YTD | +202.2% | -27.6% | +229.9% | +240.9% |
| 1Y | +292.4% | -39.2% | +331.6% | +369.2% |
| 3Y | +804.4% | -64.3% | +868.7% | +1,063.3% |
| All | +1,314.2% | -90.3% | +1,404.5% | +2,369.4% |
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