+118.3%
OKTA vs NIO
-55.0%
+173.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.7% |
| 7D | +8.4% | -14.5% | +22.9% | +10.1% |
| 30D | -13.7% | -15.0% | +1.3% | -12.3% |
| 3M | +18.0% | -35.6% | +53.6% | +22.1% |
| 6M | +133.8% | -55.7% | +189.5% | +143.9% |
| YTD | +111.5% | -43.1% | +154.6% | +123.8% |
| 1Y | +118.3% | -53.5% | +171.9% | +128.7% |
| All | +118.3% | -55.0% | +173.3% | +128.7% |
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