+336.5%
AXON vs NIO
-49.2%
+385.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.9% | +3.2% | -2.0% |
| 7D | -19.7% | -4.7% | -15.0% | -19.4% |
| 30D | -25.7% | -14.3% | -11.4% | -24.5% |
| 3M | -48.8% | -32.8% | -16.0% | -46.4% |
| 6M | -22.0% | -49.8% | +27.8% | -15.8% |
| YTD | -45.9% | -40.2% | -5.7% | -43.3% |
| 1Y | -46.1% | -52.7% | +6.6% | -42.0% |
| 3Y | +40.9% | -57.9% | +98.8% | +45.6% |
| 5Y | +80.2% | -92.9% | +173.1% | +118.5% |
| All | +336.5% | -49.2% | +385.7% | +299.8% |
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