+77.2%
AXON vs NIO
-92.1%
+169.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +5.9% | -24.1% | -18.9% |
| 7D | -26.8% | +5.6% | -32.4% | -27.4% |
| 30D | -22.9% | -4.2% | -18.7% | -22.6% |
| 3M | -40.1% | -26.3% | -13.8% | -37.9% |
| 6M | -18.9% | -42.5% | +23.7% | -13.6% |
| YTD | -44.9% | -33.5% | -11.4% | -42.8% |
| 1Y | -46.7% | -52.7% | +6.0% | -42.3% |
| 3Y | +44.3% | -57.5% | +101.8% | +50.5% |
| All | +77.2% | -92.1% | +169.2% | +138.8% |
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 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