-62.1%
AVAV vs NIO
-53.4%
-8.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +9.9% | -1.8% | +11.7% | +10.3% |
| 30D | -5.4% | -6.6% | +1.2% | -4.4% |
| 3M | -36.5% | -29.9% | -6.7% | -33.5% |
| 6M | -25.3% | -46.6% | +21.4% | -19.6% |
| YTD | -48.6% | -36.5% | -12.1% | -45.4% |
| 1Y | -62.1% | -51.1% | -11.0% | -55.6% |
| All | -62.1% | -53.4% | -8.7% | -55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling