+481.1%
AXTI vs NIO
-51.7%
+532.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.9% | +1.0% | -2.8% |
| 7D | +7.6% | -14.5% | +22.1% | +11.5% |
| 30D | -32.1% | -15.0% | -17.1% | -29.4% |
| 3M | -46.0% | -35.6% | -10.4% | -40.3% |
| 6M | -65.7% | -55.7% | -10.0% | -58.9% |
| YTD | +155.9% | -43.1% | +199.0% | +190.1% |
| 1Y | +300.8% | -53.5% | +354.3% | +372.5% |
| 3Y | +1,981.6% | -59.8% | +2,041.4% | +2,250.2% |
| 5Y | +359.3% | -93.2% | +452.5% | +576.0% |
| All | +481.1% | -51.7% | +532.8% | +531.0% |
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