-50.3%
NIO vs AMBA
+50.9%
-101.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -3.1% |
| 7D | +2.8% | -2.6% | +5.5% | +3.6% |
| 30D | -8.4% | -10.5% | +2.1% | -5.0% |
| 3M | -32.0% | -26.4% | -5.5% | -24.9% |
| 6M | -43.9% | -20.9% | -23.0% | -43.4% |
| YTD | -35.7% | -14.8% | -20.9% | -38.4% |
| 1Y | -51.1% | -36.1% | -15.0% | -48.3% |
| 3Y | -54.7% | +20.2% | -74.9% | -67.4% |
| 5Y | -91.7% | -67.2% | -24.5% | -90.9% |
| All | -50.3% | +50.9% | -101.2% | -70.2% |
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