-92.9%
NIO vs ARMK
+106.7%
-199.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -5.0% |
| 7D | -14.5% | +2.7% | -17.1% | -15.8% |
| 30D | -15.0% | -1.5% | -13.5% | -14.5% |
| 3M | -35.6% | -11.6% | -24.0% | -31.1% |
| 6M | -55.7% | +6.7% | -62.4% | -58.0% |
| YTD | -43.1% | +47.4% | -90.6% | -56.3% |
| 1Y | -53.5% | +41.5% | -95.0% | -63.5% |
| 3Y | -59.8% | +95.5% | -155.4% | -77.2% |
| All | -92.9% | +106.7% | -199.5% | -96.6% |
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 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