-56.1%
NIO vs TKO
+149.6%
-205.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -5.1% |
| 7D | -14.5% | +2.3% | -16.8% | -14.9% |
| 30D | -15.0% | +13.4% | -28.3% | -17.6% |
| 3M | -35.6% | -1.7% | -33.8% | -35.4% |
| 6M | -55.7% | +7.2% | -62.9% | -56.8% |
| YTD | -43.1% | -5.4% | -37.8% | -43.0% |
| 1Y | -53.5% | +8.7% | -62.2% | -55.0% |
| 3Y | -59.8% | +150.4% | -210.3% | -69.3% |
| 5Y | -93.2% | +276.6% | -369.8% | -95.4% |
| All | -56.1% | +149.6% | -205.7% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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