-0.9%
AWK vs NIO
-92.1%
+91.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.9% | -7.3% | -1.6% |
| 7D | +4.1% | +5.6% | -1.5% | +3.9% |
| 30D | +18.0% | -4.2% | +22.2% | +18.1% |
| 3M | +12.2% | -26.3% | +38.5% | +13.2% |
| 6M | +21.2% | -42.5% | +63.8% | +23.3% |
| YTD | +17.6% | -33.5% | +51.1% | +18.6% |
| 1Y | +19.2% | -52.7% | +71.9% | +21.8% |
| 3Y | +26.7% | -57.5% | +84.2% | +27.9% |
| All | -0.9% | -92.1% | +91.1% | +1.1% |
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