+33.9%
AAPL vs NIO
-37.4%
+71.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -1.0% | -2.4% |
| 7D | +0.1% | -13.0% | +13.1% | +0.9% |
| 30D | +3.0% | -18.3% | +21.3% | +4.2% |
| 3M | +2.9% | -33.2% | +36.1% | +5.4% |
| 6M | +22.1% | -21.5% | +43.6% | +22.4% |
| YTD | +18.0% | -25.5% | +43.5% | +19.0% |
| 1Y | +33.9% | -38.0% | +71.9% | +39.5% |
| All | +33.9% | -37.4% | +71.3% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling