-47.8%
NKE vs NIO
-36.7%
-11.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.8% |
| 7D | -2.0% | -13.0% | +11.0% | -0.8% |
| 30D | -8.6% | -18.3% | +9.7% | -7.0% |
| 3M | -11.0% | -33.2% | +22.2% | -8.0% |
| 6M | -33.2% | -21.5% | -11.7% | -32.4% |
| YTD | -38.1% | -25.5% | -12.6% | -37.2% |
| 1Y | -47.4% | -38.0% | -9.3% | -45.9% |
| 3Y | -59.8% | -65.5% | +5.7% | -58.1% |
| 5Y | -74.2% | -90.6% | +16.4% | -71.8% |
| All | -47.8% | -36.7% | -11.2% | -51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling