+90.1%
OKTA vs NIO
-37.4%
+127.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.3% |
| 7D | +2.6% | -13.0% | +15.7% | +4.0% |
| 30D | +16.0% | -18.3% | +34.3% | +18.3% |
| 3M | +38.2% | -33.2% | +71.4% | +43.1% |
| 6M | +137.8% | -21.5% | +159.3% | +143.6% |
| YTD | +97.3% | -25.5% | +122.8% | +102.9% |
| 1Y | +90.1% | -38.0% | +128.1% | +105.2% |
| All | +90.1% | -37.4% | +127.5% | +105.2% |
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