-90.6%
NIO vs AMBA
-54.5%
-36.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.3% |
| 7D | -13.0% | -11.0% | -2.1% | -9.3% |
| 30D | -18.3% | -23.2% | +4.9% | -10.2% |
| 3M | -33.2% | -12.7% | -20.5% | -32.9% |
| 6M | -21.5% | +11.2% | -32.7% | -31.1% |
| YTD | -25.5% | -11.2% | -14.3% | -29.4% |
| 1Y | -38.0% | -22.5% | -15.5% | -39.4% |
| 3Y | -65.5% | -1.3% | -64.1% | -73.4% |
| All | -90.6% | -54.5% | -36.1% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling