-53.5%
NIO vs RBA
-5.8%
-47.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.9% | -5.0% |
| 7D | -14.5% | +1.7% | -16.2% | -14.6% |
| 30D | -15.0% | +8.3% | -23.3% | -15.6% |
| 3M | -35.6% | +10.5% | -46.1% | -36.1% |
| 6M | -55.7% | -5.9% | -49.8% | -55.6% |
| YTD | -43.1% | -6.9% | -36.3% | -45.8% |
| 1Y | -53.5% | -4.9% | -48.7% | -56.0% |
| All | -53.5% | -5.8% | -47.7% | -56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling