-99.3%
AMC vs NIO
-92.1%
-7.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.9% | -4.0% | -0.3% |
| 7D | +2.6% | +5.6% | -3.0% | +0.6% |
| 30D | +9.0% | -4.2% | +13.3% | +11.0% |
| 3M | +22.2% | -26.3% | +48.5% | +36.7% |
| 6M | +91.5% | -42.5% | +134.0% | +133.5% |
| YTD | +101.3% | -33.5% | +134.8% | +126.7% |
| 1Y | +20.8% | -52.7% | +73.4% | +54.9% |
| 3Y | -71.3% | -57.5% | -13.9% | -67.5% |
| All | -99.3% | -92.1% | -7.3% | -98.4% |
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 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