+3.3%
AFRM vs NIO
-54.3%
+57.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.9% | -8.2% | -3.0% |
| 7D | -7.3% | +5.6% | -12.9% | -7.9% |
| 30D | -9.6% | -4.2% | -5.3% | -9.2% |
| 3M | -11.1% | -26.3% | +15.2% | -9.1% |
| 6M | +3.9% | -42.5% | +46.4% | +7.3% |
| YTD | -8.5% | -33.5% | +25.0% | -3.5% |
| 1Y | +3.3% | -52.7% | +55.9% | +12.2% |
| All | +3.3% | -54.3% | +57.5% | +12.2% |
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