-65.3%
AAOX vs NIO
-33.9%
-31.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.3% | +11.4% | +11.7% |
| 7D | +15.2% | -6.7% | +21.9% | +29.7% |
| 30D | -40.3% | -20.0% | -20.3% | -7.9% |
| 3M | -81.2% | -30.5% | -50.7% | -60.3% |
| All | -65.3% | -33.9% | -31.4% | -12.3% |
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 · Available span rolling