+35.7%
AVAV vs NIO
-92.2%
+127.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.6% | +12.0% | +12.5% |
| 7D | +3.2% | +6.9% | -3.7% | +2.3% |
| 30D | -7.4% | -4.7% | -2.7% | -6.7% |
| 3M | -32.0% | -28.1% | -3.9% | -29.0% |
| 6M | -24.6% | -41.7% | +17.2% | -19.4% |
| YTD | -47.5% | -33.1% | -14.4% | -45.2% |
| 1Y | -61.5% | -50.3% | -11.2% | -58.2% |
| 3Y | +5.5% | -54.4% | +59.8% | +10.2% |
| 5Y | +35.7% | -91.6% | +127.4% | +52.6% |
| All | +35.7% | -92.2% | +127.9% | +52.6% |
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