+330.9%
AXON vs NIO
-43.2%
+374.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -28.7% | +6.9% | -35.6% | -29.4% |
| 30D | -28.3% | -4.7% | -23.6% | -28.0% |
| 3M | -46.9% | -28.1% | -18.8% | -44.9% |
| 6M | -24.9% | -41.7% | +16.8% | -20.4% |
| YTD | -46.6% | -33.1% | -13.5% | -44.8% |
| 1Y | -49.7% | -50.3% | +0.6% | -46.1% |
| 3Y | +40.6% | -54.4% | +94.9% | +44.0% |
| 5Y | +71.9% | -91.6% | +163.5% | +104.5% |
| All | +330.9% | -43.2% | +374.1% | +289.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling