+30.7%
AMCR vs NIO
-54.1%
+84.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.2% | +3.2% |
| 7D | +6.2% | -0.6% | +6.8% | +6.2% |
| 30D | +16.0% | -3.5% | +19.5% | +16.0% |
| 3M | +4.4% | -30.7% | +35.0% | +4.9% |
| 6M | +35.5% | -45.6% | +81.1% | +37.4% |
| YTD | +21.5% | -35.3% | +56.8% | +24.8% |
| 1Y | +30.7% | -53.9% | +84.7% | +39.7% |
| All | +30.7% | -54.1% | +84.8% | +39.7% |
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