-36.9%
NIO vs AHR
+357.7%
-394.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | -4.1% | -4.3% | +0.2% | -3.0% |
| 30D | -23.2% | -3.1% | -20.2% | -22.6% |
| 3M | -29.9% | +15.7% | -45.6% | -33.0% |
| 6M | -25.1% | +4.1% | -29.2% | -26.2% |
| YTD | -27.5% | +15.4% | -42.9% | -30.9% |
| 1Y | -41.1% | +28.0% | -69.0% | -46.0% |
| All | -36.9% | +357.7% | -394.6% | -63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling