-51.1%
NIO vs ALK
-5.3%
-45.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.8% |
| 7D | +2.8% | +12.9% | -10.1% | +1.6% |
| 30D | -8.4% | +5.5% | -13.9% | -9.0% |
| 3M | -32.0% | -12.1% | -19.8% | -31.5% |
| 6M | -43.9% | +1.7% | -45.6% | -45.0% |
| YTD | -35.7% | -17.4% | -18.3% | -36.8% |
| 1Y | -51.1% | -1.9% | -49.2% | -54.6% |
| All | -51.1% | -5.3% | -45.8% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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