-37.4%
NIO vs JAAA
+4.7%
-42.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.0% |
| 7D | -7.3% | +0.1% | -7.3% | -8.0% |
| 30D | -22.5% | +0.4% | -22.9% | -26.1% |
| 3M | -30.9% | +1.2% | -32.1% | -39.8% |
| 6M | -37.2% | +2.7% | -39.9% | -54.1% |
| YTD | -29.8% | +3.2% | -33.0% | -52.9% |
| 1Y | -37.4% | +4.8% | -42.2% | -60.0% |
| All | -37.4% | +4.7% | -42.2% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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