+786.1%
ARES vs NIO
-36.7%
+822.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.8% |
| 7D | -1.7% | -13.0% | +11.4% | -0.2% |
| 30D | +0.3% | -18.3% | +18.6% | +2.4% |
| 3M | +8.5% | -33.2% | +41.7% | +13.1% |
| 6M | +23.5% | -21.5% | +45.0% | +25.6% |
| YTD | -11.2% | -25.5% | +14.3% | -9.4% |
| 1Y | -19.3% | -38.0% | +18.7% | -16.5% |
| 3Y | +48.7% | -65.5% | +114.1% | +56.9% |
| 5Y | +106.5% | -90.6% | +197.1% | +135.6% |
| All | +786.1% | -36.7% | +822.7% | +671.4% |
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