-50.9%
NIO vs ARMK
+98.3%
-149.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | -1.8% | +2.8% | -4.6% | -2.7% |
| 30D | -6.6% | -1.8% | -4.9% | -6.2% |
| 3M | -29.9% | -10.9% | -19.0% | -27.2% |
| 6M | -46.6% | +21.2% | -67.9% | -50.4% |
| YTD | -36.5% | +47.0% | -83.5% | -44.9% |
| 1Y | -51.1% | +42.9% | -94.0% | -57.3% |
| 3Y | -55.2% | +95.0% | -150.2% | -65.7% |
| 5Y | -92.3% | +106.2% | -198.5% | -94.2% |
| All | -50.9% | +98.3% | -149.2% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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