+119.7%
OKTA vs NIO
-54.1%
+173.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.7% | +0.4% |
| 7D | -14.2% | -0.6% | -13.6% | -14.1% |
| 30D | -12.5% | -3.5% | -9.0% | -12.1% |
| 3M | +29.2% | -30.7% | +59.9% | +32.7% |
| 6M | +147.3% | -45.6% | +193.0% | +155.7% |
| YTD | +120.9% | -35.3% | +156.2% | +131.2% |
| 1Y | +119.7% | -53.9% | +173.6% | +125.5% |
| All | +119.7% | -54.1% | +173.8% | +125.5% |
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