+20.0%
AWK vs NIO
-54.1%
+74.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.4% | -1.3% | +2.4% |
| 7D | +7.0% | -0.6% | +7.6% | +7.0% |
| 30D | +17.0% | -3.5% | +20.6% | +16.8% |
| 3M | +12.4% | -30.7% | +43.1% | +10.4% |
| 6M | +19.6% | -45.6% | +65.2% | +17.1% |
| YTD | +17.0% | -35.3% | +52.3% | +14.5% |
| 1Y | +20.0% | -53.9% | +73.9% | +23.9% |
| All | +20.0% | -54.1% | +74.1% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling