+127.9%
AON vs NIO
-36.7%
+164.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.2% |
| 7D | -9.1% | -13.0% | +4.0% | -8.8% |
| 30D | -10.2% | -18.3% | +8.0% | -9.8% |
| 3M | +0.5% | -33.2% | +33.7% | +1.4% |
| 6M | -4.8% | -21.5% | +16.7% | -4.5% |
| YTD | -8.0% | -25.5% | +17.5% | -7.6% |
| 1Y | -13.1% | -38.0% | +24.9% | -12.4% |
| 3Y | -1.3% | -65.5% | +64.2% | -0.1% |
| 5Y | +14.9% | -90.6% | +105.5% | +17.6% |
| All | +127.9% | -36.7% | +164.5% | +114.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling