-64.4%
AVTR vs NIO
-90.7%
+26.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.3% |
| 7D | +2.7% | -13.0% | +15.7% | +4.4% |
| 30D | +12.1% | -18.3% | +30.3% | +14.8% |
| 3M | +57.2% | -33.2% | +90.5% | +64.8% |
| 6M | +73.1% | -21.5% | +94.6% | +76.2% |
| YTD | +30.6% | -25.5% | +56.1% | +33.5% |
| 1Y | +13.5% | -38.0% | +51.5% | +18.0% |
| 3Y | -31.0% | -65.5% | +34.4% | -26.5% |
| All | -64.4% | -90.7% | +26.3% | -59.3% |
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