-14.8%
AWK vs NIO
-90.7%
+75.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.4% | -0.1% |
| 7D | +1.7% | -13.0% | +14.8% | +2.2% |
| 30D | +5.6% | -18.3% | +23.9% | +6.2% |
| 3M | +15.9% | -33.2% | +49.1% | +17.2% |
| 6M | +4.6% | -21.5% | +26.1% | +5.0% |
| YTD | +10.1% | -25.5% | +35.5% | +10.6% |
| 1Y | +2.1% | -38.0% | +40.1% | +3.0% |
| 3Y | +9.8% | -65.5% | +75.3% | +11.8% |
| All | -14.8% | -90.7% | +75.9% | -17.0% |
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