-58.6%
NKE vs NIO
-64.4%
+5.8%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.8% |
| 7D | -2.3% | -4.1% | +1.8% | -2.0% |
| 30D | -10.4% | -23.2% | +12.9% | -8.6% |
| 3M | -15.5% | -29.9% | +14.5% | -13.3% |
| 6M | -32.6% | -25.1% | -7.5% | -31.8% |
| YTD | -39.8% | -27.5% | -12.4% | -39.0% |
| 1Y | -47.6% | -41.1% | -6.5% | -46.0% |
| All | -58.6% | -64.4% | +5.8% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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