-91.6%
AMIX vs NIO
-54.1%
-37.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.4% | -6.5% | -3.1% |
| 7D | -25.1% | -0.6% | -24.5% | -25.1% |
| 30D | -54.5% | -3.5% | -51.0% | -54.4% |
| 3M | -91.7% | -30.7% | -61.1% | -91.8% |
| 6M | -79.4% | -45.6% | -33.8% | -79.8% |
| YTD | -86.1% | -35.3% | -50.8% | -86.1% |
| 1Y | -91.6% | -53.9% | -37.7% | -87.1% |
| All | -91.6% | -54.1% | -37.5% | -87.1% |
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