+781.0%
ARES vs NIO
-46.0%
+827.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | +0.8% | -1.8% | +2.6% | +0.9% |
| 30D | +16.7% | -6.6% | +23.3% | +17.5% |
| 3M | -2.6% | -29.9% | +27.2% | +1.1% |
| 6M | +13.0% | -46.6% | +59.6% | +20.4% |
| YTD | -11.7% | -36.5% | +24.7% | -8.4% |
| 1Y | -6.7% | -51.1% | +44.5% | -0.5% |
| 3Y | +40.5% | -55.2% | +95.7% | +44.0% |
| 5Y | +88.2% | -92.3% | +180.5% | +119.4% |
| All | +781.0% | -46.0% | +827.0% | +679.7% |
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