+13.6%
AON vs NIO
-90.3%
+103.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -3.2% | -6.7% | +3.4% | -3.0% |
| 30D | -11.9% | -20.0% | +8.2% | -11.2% |
| 3M | -2.9% | -30.5% | +27.6% | -1.7% |
| 6M | -6.8% | -20.7% | +13.9% | -6.5% |
| YTD | -10.1% | -25.7% | +15.6% | -9.5% |
| 1Y | -14.2% | -38.6% | +24.3% | -13.3% |
| 3Y | -3.3% | -62.3% | +59.0% | -1.4% |
| 5Y | +13.6% | -90.1% | +103.7% | +20.2% |
| All | +13.6% | -90.3% | +103.9% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling