-6.9%
ARES vs NIO
-54.1%
+47.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.4% | +2.7% | +6.1% |
| 7D | +10.5% | -0.6% | +11.1% | +10.5% |
| 30D | +16.8% | -3.5% | +20.3% | +16.8% |
| 3M | -3.2% | -30.7% | +27.4% | -3.4% |
| 6M | +16.4% | -45.6% | +62.1% | +15.8% |
| YTD | -12.4% | -35.3% | +22.9% | -11.5% |
| 1Y | -6.9% | -53.9% | +47.0% | -3.8% |
| All | -6.9% | -54.1% | +47.2% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling