+15.0%
AVAV vs NIO
-46.0%
+61.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +9.9% | -1.8% | +11.7% | +10.2% |
| 30D | -5.4% | -6.6% | +1.2% | -4.7% |
| 3M | -36.5% | -29.9% | -6.7% | -34.2% |
| 6M | -25.3% | -46.6% | +21.4% | -20.5% |
| YTD | -48.6% | -36.5% | -12.1% | -46.5% |
| 1Y | -62.1% | -51.1% | -11.0% | -59.5% |
| 3Y | +2.3% | -55.2% | +57.6% | +5.7% |
| 5Y | +35.4% | -92.3% | +127.7% | +57.0% |
| All | +15.0% | -46.0% | +61.0% | +9.5% |
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