-48.3%
NIO vs RBA
+191.7%
-240.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | -0.3% |
| 7D | +6.9% | +2.5% | +4.4% | +5.9% |
| 30D | -4.7% | +11.6% | -16.3% | -8.9% |
| 3M | -28.1% | +1.5% | -29.6% | -28.8% |
| 6M | -41.7% | -6.6% | -35.1% | -41.2% |
| YTD | -33.1% | -6.3% | -26.9% | -33.4% |
| 1Y | -50.3% | -4.0% | -46.3% | -51.0% |
| 3Y | -54.4% | +47.3% | -101.6% | -63.5% |
| 5Y | -91.6% | +47.7% | -139.3% | -93.5% |
| All | -48.3% | +191.7% | -240.0% | -80.3% |
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