-14.1%
AVAV vs NIO
-62.1%
+48.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.0% | -6.8% | -9.6% |
| 7D | -24.3% | -3.6% | -20.7% | -24.0% |
| 30D | -28.9% | -8.0% | -20.8% | -28.3% |
| 3M | -39.3% | -31.2% | -8.1% | -37.1% |
| 6M | -38.8% | -45.8% | +7.0% | -35.5% |
| YTD | -57.8% | -37.3% | -20.5% | -56.2% |
| 1Y | -70.9% | -56.1% | -14.8% | -68.9% |
| All | -14.1% | -62.1% | +48.1% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling