-24.9%
AFRM vs NIO
-94.0%
+69.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.1% | -1.9% |
| 7D | -7.0% | -13.0% | +6.1% | -0.4% |
| 30D | -7.8% | -18.3% | +10.5% | +1.5% |
| 3M | +5.3% | -33.2% | +38.5% | +27.5% |
| 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% | -6.9% |
| 3Y | +231.0% | -65.5% | +296.4% | +331.1% |
| 5Y | -22.2% | -90.6% | +68.3% | +101.1% |
| All | -24.9% | -94.0% | +69.0% | +133.6% |
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