+183.7%
NOK vs NIO
-62.3%
+246.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.4% | +6.2% |
| 7D | +7.3% | -6.7% | +13.9% | +7.9% |
| 30D | +13.8% | -20.0% | +33.8% | +16.1% |
| 3M | -27.0% | -30.5% | +3.5% | -24.5% |
| 6M | +37.6% | -20.7% | +58.3% | +40.9% |
| YTD | +64.6% | -25.7% | +90.3% | +69.1% |
| 1Y | +132.0% | -38.6% | +170.6% | +140.8% |
| 3Y | +183.7% | -62.3% | +245.9% | +186.3% |
| All | +183.7% | -62.3% | +246.0% | +186.3% |
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 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