-92.2%
NIO vs RCAT
+46.9%
-139.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +18.6% | -12.7% | +4.3% |
| 7D | +5.6% | -12.7% | +18.4% | +6.6% |
| 30D | -4.2% | -34.3% | +30.1% | -1.1% |
| 3M | -26.3% | -53.4% | +27.1% | -21.9% |
| 6M | -42.5% | -62.0% | +19.4% | -38.8% |
| YTD | -33.5% | -49.1% | +15.5% | -32.1% |
| 1Y | -52.7% | -53.1% | +0.5% | -51.6% |
| 3Y | -57.5% | +318.7% | -376.1% | -67.7% |
| All | -92.2% | +46.9% | -139.1% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling