+651.5%
AXTI vs NIO
-90.3%
+741.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | -0.3% |
| 7D | +21.0% | -4.1% | +25.1% | +22.3% |
| 30D | -6.6% | -23.2% | +16.6% | +0.3% |
| 3M | -12.1% | -29.9% | +17.9% | -2.8% |
| 6M | +78.7% | -25.1% | +103.8% | +94.2% |
| YTD | +321.5% | -27.5% | +348.9% | +359.3% |
| 1Y | +2,166.8% | -41.1% | +2,207.9% | +2,478.6% |
| 3Y | +2,807.6% | -63.1% | +2,870.7% | +3,313.3% |
| 5Y | +651.5% | -90.4% | +741.8% | +1,072.6% |
| All | +651.5% | -90.3% | +741.7% | +1,072.6% |
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 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