+82.7%
ARES vs NIO
-92.1%
+174.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | -0.7% |
| 7D | +4.5% | +5.6% | -1.1% | +3.7% |
| 30D | +15.7% | -4.2% | +20.0% | +16.4% |
| 3M | -2.0% | -26.3% | +24.3% | +2.2% |
| 6M | +10.4% | -42.5% | +53.0% | +19.0% |
| YTD | -14.2% | -33.5% | +19.3% | -10.6% |
| 1Y | -7.8% | -52.7% | +44.9% | +1.2% |
| 3Y | +41.4% | -57.5% | +98.9% | +47.6% |
| All | +82.7% | -92.1% | +174.8% | +126.6% |
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