-38.0%
NIO vs AHR
+33.1%
-71.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.5% |
| 7D | -13.0% | -1.5% | -11.6% | -13.0% |
| 30D | -18.3% | -1.4% | -16.9% | -18.3% |
| 3M | -33.2% | +18.6% | -51.8% | -33.9% |
| 6M | -21.5% | +6.6% | -28.1% | -20.9% |
| YTD | -25.5% | +17.5% | -43.0% | -24.9% |
| 1Y | -38.0% | +30.9% | -68.9% | -33.9% |
| All | -38.0% | +33.1% | -71.1% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling