+628.6%
AMKR vs NIO
-40.3%
+669.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -3.0% |
| 7D | +5.5% | -7.3% | +12.8% | +6.8% |
| 30D | -8.6% | -22.5% | +13.9% | -4.8% |
| 3M | -28.7% | -30.9% | +2.2% | -24.5% |
| 6M | +13.3% | -37.2% | +50.5% | +21.4% |
| YTD | +26.1% | -29.8% | +55.9% | +32.3% |
| 1Y | +101.2% | -37.4% | +138.6% | +114.1% |
| 3Y | +127.7% | -64.3% | +192.1% | +148.1% |
| 5Y | +90.9% | -90.6% | +181.4% | +135.4% |
| All | +628.6% | -40.3% | +669.0% | +581.6% |
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