-99.9%
AMIX vs NIO
-52.3%
-47.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.2% |
| 7D | -9.9% | -14.5% | +4.6% | -9.6% |
| 30D | -52.8% | -15.0% | -37.8% | -52.6% |
| 3M | -80.0% | -35.6% | -44.5% | -79.9% |
| 6M | -80.2% | -55.7% | -24.6% | -80.1% |
| YTD | -88.1% | -43.1% | -45.0% | -88.1% |
| 1Y | -91.1% | -53.5% | -37.5% | -91.0% |
| All | -99.9% | -52.3% | -47.6% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling