-56.1%
NIO vs AMBA
+50.3%
-106.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.4% |
| 7D | -14.5% | +2.7% | -17.1% | -15.3% |
| 30D | -15.0% | -2.2% | -12.8% | -14.6% |
| 3M | -35.6% | -26.6% | -8.9% | -28.8% |
| 6M | -55.7% | -26.8% | -28.9% | -53.9% |
| YTD | -43.1% | -15.1% | -28.0% | -45.5% |
| 1Y | -53.5% | -32.3% | -21.3% | -51.9% |
| 3Y | -59.8% | +19.8% | -79.6% | -71.1% |
| 5Y | -93.2% | -69.2% | -24.0% | -92.4% |
| All | -56.1% | +50.3% | -106.4% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling