+7.3%
AVAV vs NIO
-92.6%
+99.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.0% | -6.8% | -9.4% |
| 7D | -24.3% | -3.6% | -20.7% | -23.9% |
| 30D | -28.9% | -8.0% | -20.8% | -28.1% |
| 3M | -39.3% | -31.2% | -8.1% | -36.2% |
| 6M | -38.8% | -45.8% | +7.0% | -34.0% |
| YTD | -57.8% | -37.3% | -20.5% | -55.6% |
| 1Y | -70.9% | -56.1% | -14.8% | -67.9% |
| 3Y | -14.8% | -61.1% | +46.3% | -8.8% |
| 5Y | +7.3% | -92.4% | +99.7% | +25.3% |
| All | +7.3% | -92.6% | +99.9% | +25.3% |
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