+16.6%
AME vs NIO
-54.3%
+70.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.9% | -3.4% | +2.1% |
| 7D | -5.2% | +5.6% | -10.8% | -5.6% |
| 30D | -8.0% | -4.2% | -3.8% | -7.8% |
| 3M | -8.9% | -26.3% | +17.4% | -7.2% |
| 6M | -5.0% | -42.5% | +37.6% | -1.4% |
| YTD | +11.9% | -33.5% | +45.4% | +14.1% |
| 1Y | +16.6% | -52.7% | +69.3% | +23.1% |
| All | +16.6% | -54.3% | +70.9% | +23.1% |
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