+33.8%
AVAV vs NIO
-36.7%
+70.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -1.6% |
| 7D | -2.2% | -13.0% | +10.8% | -0.8% |
| 30D | -13.9% | -18.3% | +4.4% | -12.1% |
| 3M | -29.2% | -33.2% | +4.0% | -26.2% |
| 6M | -36.1% | -21.5% | -14.6% | -34.9% |
| YTD | -40.2% | -25.5% | -14.7% | -38.8% |
| 1Y | -36.2% | -38.0% | +1.8% | -33.8% |
| 3Y | +47.5% | -65.5% | +113.0% | +56.0% |
| 5Y | +39.3% | -90.6% | +129.9% | +58.0% |
| All | +33.8% | -36.7% | +70.4% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling