+512.7%
AAPL vs NIO
-36.7%
+549.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -1.0% | -2.4% |
| 7D | +0.1% | -13.0% | +13.1% | +1.4% |
| 30D | +3.0% | -18.3% | +21.3% | +4.9% |
| 3M | +2.9% | -33.2% | +36.1% | +6.8% |
| 6M | +22.1% | -21.5% | +43.6% | +24.0% |
| YTD | +18.0% | -25.5% | +43.5% | +20.3% |
| 1Y | +33.9% | -38.0% | +71.9% | +38.4% |
| 3Y | +71.2% | -65.5% | +136.6% | +79.5% |
| 5Y | +112.6% | -90.6% | +203.2% | +139.2% |
| All | +512.7% | -36.7% | +549.3% | +464.9% |
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 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