+799.6%
AXTI vs NIO
-38.5%
+838.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -0.6% |
| 7D | +5.1% | -2.9% | +8.0% | +5.8% |
| 30D | -17.5% | -18.7% | +1.3% | -13.6% |
| 3M | -26.7% | -29.4% | +2.8% | -20.6% |
| 6M | +36.8% | -32.5% | +69.3% | +49.4% |
| YTD | +296.1% | -27.6% | +323.8% | +324.8% |
| 1Y | +1,810.6% | -39.2% | +1,849.8% | +2,016.9% |
| 3Y | +2,587.6% | -64.3% | +2,651.8% | +2,974.4% |
| 5Y | +601.7% | -90.3% | +692.0% | +855.2% |
| All | +799.6% | -38.5% | +838.1% | +824.3% |
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 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