-20.6%
ACHR vs NIO
-92.2%
+71.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.6% | +7.7% | +8.1% |
| 7D | +15.3% | +6.9% | +8.5% | +12.7% |
| 30D | -3.0% | -4.7% | +1.7% | -0.8% |
| 3M | -14.0% | -28.1% | +14.1% | -2.2% |
| 6M | -25.8% | -41.7% | +15.9% | -9.0% |
| YTD | -36.0% | -33.1% | -2.9% | -27.3% |
| 1Y | -41.2% | -50.3% | +9.1% | -25.2% |
| 3Y | -8.6% | -54.4% | +45.8% | +5.7% |
| 5Y | -20.6% | -91.6% | +71.0% | +48.1% |
| All | -20.6% | -92.2% | +71.5% | +48.1% |
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 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