+220.9%
AFRM vs NIO
-62.1%
+283.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -3.0% | -4.8% | -7.2% |
| 7D | -6.9% | -3.6% | -3.3% | -6.1% |
| 30D | -7.0% | -8.0% | +1.1% | -5.2% |
| 3M | -11.2% | -31.2% | +20.0% | -4.3% |
| 6M | +4.3% | -45.8% | +50.0% | +17.3% |
| YTD | -6.4% | -37.3% | +30.8% | +0.8% |
| 1Y | -2.6% | -56.1% | +53.5% | +13.4% |
| All | +220.9% | -62.1% | +283.0% | +280.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling