+776.4%
ARES vs NIO
-36.8%
+813.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -0.3% | -6.7% | +6.3% | +0.4% |
| 30D | +1.3% | -20.0% | +21.3% | +3.7% |
| 3M | +10.4% | -30.5% | +40.8% | +14.6% |
| 6M | +29.0% | -20.7% | +49.7% | +31.1% |
| YTD | -12.2% | -25.7% | +13.5% | -10.4% |
| 1Y | -18.4% | -38.6% | +20.1% | -15.5% |
| 3Y | +43.2% | -62.3% | +105.4% | +49.6% |
| 5Y | +102.6% | -90.1% | +192.7% | +130.2% |
| All | +776.4% | -36.8% | +813.2% | +663.2% |
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 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