-42.5%
NIO vs RBA
-12.2%
-30.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.3% | +6.0% |
| 7D | +5.6% | +4.3% | +1.3% | +5.5% |
| 30D | -4.2% | +16.3% | -20.6% | -4.6% |
| 3M | -26.3% | +1.3% | -27.6% | -26.3% |
| 6M | -42.5% | -11.1% | -31.5% | -40.3% |
| All | -42.5% | -12.2% | -30.3% | -40.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling