-57.5%
NIO vs ALK
+16.0%
-73.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +5.8% |
| 7D | +5.6% | +9.0% | -3.4% | +3.9% |
| 30D | -4.2% | -1.6% | -2.6% | -4.1% |
| 3M | -26.3% | -23.2% | -3.1% | -23.0% |
| 6M | -42.5% | -3.9% | -38.7% | -43.2% |
| YTD | -33.5% | -22.6% | -10.9% | -32.0% |
| 1Y | -52.7% | -5.3% | -47.3% | -54.0% |
| 3Y | -57.5% | +18.6% | -76.0% | -66.0% |
| All | -57.5% | +16.0% | -73.4% | -66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling