-48.6%
NIO vs RBA
+184.8%
-233.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.3% | +6.4% |
| 7D | +5.6% | +4.3% | +1.3% | +3.9% |
| 30D | -4.2% | +16.3% | -20.6% | -9.9% |
| 3M | -26.3% | +1.3% | -27.6% | -27.0% |
| 6M | -42.5% | -11.1% | -31.5% | -40.9% |
| YTD | -33.5% | -8.5% | -25.1% | -33.2% |
| 1Y | -52.7% | -2.1% | -50.5% | -53.8% |
| 3Y | -57.5% | +44.6% | -102.0% | -65.8% |
| 5Y | -92.0% | +36.8% | -128.8% | -93.6% |
| All | -48.6% | +184.8% | -233.5% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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