-53.5%
NIO vs AHR
+23.3%
-76.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.5% | -4.7% |
| 7D | -14.5% | -0.2% | -14.2% | -14.4% |
| 30D | -15.0% | +10.2% | -25.2% | -15.6% |
| 3M | -35.6% | +8.3% | -43.9% | -35.8% |
| 6M | -55.7% | +13.0% | -68.7% | -55.5% |
| YTD | -43.1% | +24.6% | -67.8% | -44.6% |
| 1Y | -53.5% | +22.2% | -75.7% | -55.0% |
| All | -53.5% | +23.3% | -76.8% | -55.0% |
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