-30.2%
OKTA vs NIO
-92.0%
+61.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.3% | +1.3% |
| 7D | -6.0% | +2.8% | -8.8% | -6.6% |
| 30D | -23.2% | -8.4% | -14.8% | -21.7% |
| 3M | +18.3% | -32.0% | +50.2% | +28.3% |
| 6M | +112.6% | -43.9% | +156.5% | +139.0% |
| YTD | +106.3% | -35.7% | +142.0% | +121.6% |
| 1Y | +108.0% | -51.1% | +159.2% | +137.1% |
| 3Y | +163.2% | -54.7% | +217.9% | +176.4% |
| All | -30.2% | -92.0% | +61.8% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling