+115.2%
OKTA vs NIO
-50.3%
+165.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.3% |
| 7D | -4.6% | -1.8% | -2.8% | -4.4% |
| 30D | -19.7% | -6.6% | -13.1% | -19.2% |
| 3M | +21.2% | -29.9% | +51.1% | +24.4% |
| 6M | +123.1% | -46.6% | +169.7% | +130.5% |
| YTD | +110.8% | -36.5% | +147.2% | +120.8% |
| All | +115.2% | -50.3% | +165.5% | +123.5% |
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