-38.9%
NIO vs AHR
+360.2%
-399.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.8% | -3.4% |
| 7D | -7.3% | -3.0% | -4.2% | -6.5% |
| 30D | -22.5% | +2.6% | -25.1% | -23.1% |
| 3M | -30.9% | +16.0% | -46.9% | -34.0% |
| 6M | -37.2% | +3.1% | -40.3% | -37.9% |
| YTD | -29.8% | +16.0% | -45.9% | -33.2% |
| 1Y | -37.4% | +28.0% | -65.4% | -42.6% |
| All | -38.9% | +360.2% | -399.1% | -64.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling