-79.7%
AMIX vs NIO
-37.4%
-42.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.9% |
| 7D | -13.7% | -13.0% | -0.7% | -13.3% |
| 30D | -62.1% | -18.3% | -43.8% | -61.9% |
| 3M | -46.2% | -33.2% | -12.9% | -45.4% |
| 6M | -46.4% | -21.5% | -24.9% | -47.6% |
| YTD | -60.3% | -25.5% | -34.8% | -60.7% |
| 1Y | -79.7% | -38.0% | -41.7% | -77.7% |
| All | -79.7% | -37.4% | -42.3% | -77.7% |
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