-56.1%
NIO vs RCAT
+5.6%
-61.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.4% | -1.5% | -4.9% |
| 7D | -14.5% | -5.9% | -8.5% | -14.4% |
| 30D | -15.0% | -19.7% | +4.7% | -14.7% |
| 3M | -35.6% | -62.9% | +27.3% | -34.7% |
| 6M | -55.7% | -59.6% | +3.9% | -55.2% |
| YTD | -43.1% | -52.1% | +8.9% | -42.8% |
| 1Y | -53.5% | -50.9% | -2.6% | -53.3% |
| 3Y | -59.8% | +333.8% | -393.6% | -60.8% |
| 5Y | -93.2% | +40.7% | -133.9% | -93.4% |
| All | -56.1% | +5.6% | -61.6% | -48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling