-92.2%
NIO vs ARMK
+96.3%
-188.5%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.5% | +1.5% | +3.4% |
| 7D | +5.6% | -2.6% | +8.2% | +7.1% |
| 30D | -4.2% | -5.2% | +1.0% | -1.6% |
| 3M | -26.3% | -6.5% | -19.8% | -24.2% |
| 6M | -42.5% | +15.3% | -57.8% | -48.3% |
| YTD | -33.5% | +43.6% | -77.1% | -48.2% |
| 1Y | -52.7% | +42.1% | -94.7% | -63.0% |
| 3Y | -57.5% | +94.0% | -151.5% | -75.9% |
| All | -92.2% | +96.3% | -188.5% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling