-45.8%
NIO vs TKO
+141.3%
-187.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.5% | -3.1% |
| 7D | -7.3% | +0.1% | -7.4% | -7.3% |
| 30D | -22.5% | -2.6% | -19.9% | -22.1% |
| 3M | -30.9% | -7.8% | -23.1% | -29.8% |
| 6M | -37.2% | -7.0% | -30.2% | -36.5% |
| YTD | -29.8% | -8.5% | -21.3% | -28.9% |
| 1Y | -37.4% | -1.3% | -36.1% | -38.0% |
| 3Y | -64.3% | +105.0% | -169.3% | -71.4% |
| 5Y | -90.6% | +292.9% | -383.5% | -93.6% |
| All | -45.8% | +141.3% | -187.0% | -62.6% |
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