+632.9%
AXON vs NIO
-36.7%
+669.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -4.0% |
| 7D | -14.2% | -13.0% | -1.1% | -12.7% |
| 30D | -15.4% | -18.3% | +2.9% | -13.3% |
| 3M | +0.5% | -33.2% | +33.7% | +5.3% |
| 6M | -9.5% | -21.5% | +12.0% | -7.6% |
| YTD | -9.2% | -25.5% | +16.3% | -7.1% |
| 1Y | -29.4% | -38.0% | +8.6% | -26.6% |
| 3Y | +139.4% | -65.5% | +204.9% | +154.3% |
| 5Y | +178.9% | -90.6% | +269.5% | +227.3% |
| All | +632.9% | -36.7% | +669.6% | +555.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling