+143.0%
AXON vs NIO
-64.6%
+207.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -4.1% |
| 7D | -14.2% | -13.0% | -1.1% | -13.4% |
| 30D | -15.4% | -18.3% | +2.9% | -14.4% |
| 3M | +0.5% | -33.2% | +33.7% | +2.6% |
| 6M | -9.5% | -21.5% | +12.0% | -8.4% |
| YTD | -9.2% | -25.5% | +16.3% | -8.0% |
| 1Y | -29.4% | -38.0% | +8.6% | -27.8% |
| All | +143.0% | -64.6% | +207.5% | +160.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling