+109.5%
AXON vs NIO
-92.6%
+202.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.0% | -6.8% | -9.4% |
| 7D | -12.7% | -3.6% | -9.1% | -12.2% |
| 30D | -8.6% | -8.0% | -0.6% | -7.7% |
| 3M | -37.2% | -31.2% | -6.0% | -34.2% |
| 6M | +0.5% | -45.8% | +46.3% | +8.0% |
| YTD | -32.6% | -37.3% | +4.6% | -29.5% |
| 1Y | -40.2% | -56.1% | +15.9% | -34.5% |
| 3Y | +76.1% | -61.1% | +137.2% | +86.4% |
| 5Y | +109.5% | -92.4% | +201.9% | +176.3% |
| All | +109.5% | -92.6% | +202.1% | +176.3% |
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