-7.9%
AMCR vs NIO
-92.4%
+84.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.7% |
| 7D | -8.5% | -1.8% | -6.7% | -8.4% |
| 30D | +6.8% | -6.6% | +13.4% | +7.3% |
| 3M | -5.0% | -29.9% | +24.9% | -2.3% |
| 6M | +13.9% | -46.6% | +60.5% | +19.4% |
| YTD | +11.2% | -36.5% | +47.7% | +14.4% |
| 1Y | +11.3% | -51.1% | +62.5% | +17.0% |
| 3Y | +15.4% | -55.2% | +70.6% | +17.3% |
| All | -7.9% | -92.4% | +84.5% | +1.3% |
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