-49.2%
NIO vs ARMK
+46.1%
-95.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | -0.5% |
| 7D | +6.9% | +0.9% | +6.0% | +6.3% |
| 30D | -4.7% | -0.4% | -4.4% | -5.0% |
| 3M | -28.1% | -2.0% | -26.1% | -28.0% |
| 6M | -41.7% | +22.0% | -63.7% | -45.7% |
| YTD | -33.1% | +49.6% | -82.7% | -38.9% |
| All | -49.2% | +46.1% | -95.3% | -53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling