-99.9%
AMIX vs NIO
-47.4%
-52.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.0% | -2.6% | -5.5% |
| 7D | -25.5% | -3.6% | -21.9% | -25.4% |
| 30D | -56.2% | -8.0% | -48.1% | -56.1% |
| 3M | -87.4% | -31.2% | -56.3% | -87.4% |
| 6M | -80.9% | -45.8% | -35.1% | -80.8% |
| YTD | -86.8% | -37.3% | -49.6% | -86.8% |
| 1Y | -91.3% | -56.1% | -35.2% | -91.3% |
| All | -99.9% | -47.4% | -52.6% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling