-35.2%
NIO vs AHR
+365.8%
-400.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.1% |
| 7D | -13.0% | -1.5% | -11.6% | -12.7% |
| 30D | -18.3% | -1.4% | -16.9% | -18.0% |
| 3M | -33.2% | +18.6% | -51.8% | -36.7% |
| 6M | -21.5% | +6.6% | -28.1% | -23.1% |
| YTD | -25.5% | +17.5% | -43.0% | -29.3% |
| 1Y | -38.0% | +30.9% | -68.9% | -43.5% |
| All | -35.2% | +365.8% | -400.9% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling