-54.7%
NIO vs RCAT
+373.0%
-427.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.4% | +2.6% | -3.3% |
| 7D | +2.8% | -5.6% | +8.4% | +3.0% |
| 30D | -8.4% | -27.0% | +18.7% | -6.4% |
| 3M | -32.0% | -57.9% | +25.9% | -27.5% |
| 6M | -43.9% | -59.4% | +15.5% | -40.8% |
| YTD | -35.7% | -46.9% | +11.2% | -34.5% |
| 1Y | -51.1% | -54.0% | +2.9% | -49.9% |
| 3Y | -54.7% | +378.4% | -433.1% | -65.9% |
| All | -54.7% | +373.0% | -427.7% | -65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling