+135.4%
NOK vs NIO
-35.5%
+171.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.4% |
| 7D | +9.3% | -4.1% | +13.5% | +10.1% |
| 30D | +17.9% | -23.2% | +41.1% | +23.2% |
| 3M | -22.3% | -29.9% | +7.6% | -17.6% |
| 6M | +36.4% | -25.1% | +61.5% | +46.0% |
| YTD | +66.3% | -27.5% | +93.8% | +78.5% |
| All | +135.4% | -35.5% | +171.0% | +155.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling