-64.8%
NIO vs RRC
+31.1%
-95.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -13.0% | +1.3% | -14.3% | -13.4% |
| 30D | -18.3% | +10.1% | -28.4% | -20.3% |
| 3M | -33.2% | +4.0% | -37.2% | -34.1% |
| 6M | -21.5% | +1.6% | -23.1% | -22.5% |
| YTD | -25.5% | +19.7% | -45.2% | -30.3% |
| 1Y | -38.0% | +21.4% | -59.4% | -42.5% |
| All | -64.8% | +31.1% | -95.9% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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