+20.8%
AMC vs NIO
-54.3%
+75.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.9% | -4.0% | +0.2% |
| 7D | +2.6% | +5.6% | -3.0% | +1.1% |
| 30D | +9.0% | -4.2% | +13.3% | +10.3% |
| 3M | +22.2% | -26.3% | +48.5% | +31.0% |
| 6M | +91.5% | -42.5% | +134.0% | +117.7% |
| YTD | +101.3% | -33.5% | +134.8% | +120.4% |
| 1Y | +20.8% | -52.7% | +73.4% | +64.1% |
| All | +20.8% | -54.3% | +75.0% | +64.1% |
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 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