+460.5%
AMKR vs NIO
-46.0%
+506.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.2% | +11.8% | +10.7% |
| 7D | +6.8% | -1.8% | +8.7% | +7.3% |
| 30D | -20.8% | -6.6% | -14.2% | -19.8% |
| 3M | -29.7% | -29.9% | +0.2% | -25.6% |
| 6M | -50.2% | -46.6% | -3.5% | -45.0% |
| YTD | -3.0% | -36.5% | +33.4% | +3.4% |
| 1Y | +12.0% | -51.1% | +63.1% | +24.2% |
| 3Y | +67.0% | -55.2% | +122.2% | +76.7% |
| 5Y | +76.5% | -92.3% | +168.8% | +124.4% |
| All | +460.5% | -46.0% | +506.5% | +432.9% |
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