+348.3%
AXON vs NIO
-51.7%
+400.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.9% | +7.6% | +3.3% |
| 7D | +0.8% | -14.5% | +15.2% | +2.6% |
| 30D | -22.8% | -15.0% | -7.8% | -21.4% |
| 3M | -48.8% | -35.6% | -13.2% | -46.2% |
| 6M | -16.3% | -55.7% | +39.4% | -8.4% |
| YTD | -44.5% | -43.1% | -1.3% | -41.5% |
| 1Y | -43.4% | -53.5% | +10.1% | -39.0% |
| 3Y | +44.3% | -59.8% | +104.1% | +49.8% |
| 5Y | +85.1% | -93.2% | +178.3% | +125.6% |
| All | +348.3% | -51.7% | +400.0% | +313.0% |
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 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