+231.4%
AAOI vs NIO
-36.8%
+268.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.8% |
| 7D | +7.9% | -6.7% | +14.5% | +9.7% |
| 30D | -17.8% | -20.0% | +2.3% | -13.1% |
| 3M | -43.3% | -30.5% | -12.8% | -37.8% |
| 6M | +16.7% | -20.7% | +37.4% | +24.7% |
| YTD | +220.0% | -25.7% | +245.7% | +245.2% |
| 1Y | +372.1% | -38.6% | +410.6% | +429.7% |
| 3Y | +845.3% | -62.3% | +907.6% | +1,016.9% |
| 5Y | +1,333.8% | -90.1% | +1,423.9% | +1,911.4% |
| All | +231.4% | -36.8% | +268.2% | +210.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling