+3.6%
AON vs NIO
-60.1%
+63.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +1.5% |
| 7D | +1.0% | -14.5% | +15.5% | +1.0% |
| 30D | +23.2% | -15.0% | +38.1% | +23.1% |
| 3M | -5.0% | -35.6% | +30.5% | -5.1% |
| 6M | +9.3% | -55.7% | +65.0% | +9.2% |
| YTD | -3.4% | -43.1% | +39.7% | -3.6% |
| 1Y | -2.9% | -53.5% | +50.6% | -2.9% |
| 3Y | +3.6% | -59.8% | +63.5% | +5.6% |
| All | +3.6% | -60.1% | +63.8% | +5.6% |
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 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