-53.9%
NIO vs RCAT
-59.1%
+5.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -10.3% | +13.8% | +4.3% |
| 7D | -0.6% | -18.5% | +17.9% | +1.1% |
| 30D | -3.5% | -37.0% | +33.4% | +0.1% |
| 3M | -30.7% | -54.9% | +24.2% | -26.2% |
| 6M | -45.6% | -63.6% | +18.0% | -41.5% |
| YTD | -35.3% | -49.6% | +14.3% | -32.6% |
| 1Y | -53.9% | -57.8% | +3.9% | -51.8% |
| All | -53.9% | -59.1% | +5.2% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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