-20.9%
AFRM vs NIO
-90.7%
+69.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.1% | -1.8% |
| 7D | -7.0% | -13.0% | +6.1% | -0.3% |
| 30D | -7.8% | -18.3% | +10.5% | +1.7% |
| 3M | +5.3% | -33.2% | +38.5% | +27.9% |
| 6M | +42.6% | -21.5% | +64.1% | +52.8% |
| YTD | -2.8% | -25.5% | +22.7% | +5.1% |
| 1Y | -19.3% | -38.0% | +18.7% | -6.8% |
| 3Y | +231.0% | -65.5% | +296.4% | +337.3% |
| All | -20.9% | -90.7% | +69.8% | +155.5% |
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 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