+63.9%
RBRK vs NIO
-54.1%
+118.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.4% | -1.3% | +1.8% |
| 7D | -12.5% | -0.6% | -11.9% | -12.4% |
| 30D | -3.0% | -3.5% | +0.5% | -2.6% |
| 3M | +46.9% | -30.7% | +77.6% | +51.0% |
| 6M | +105.4% | -45.6% | +151.0% | +112.9% |
| YTD | +55.6% | -35.3% | +90.9% | +62.9% |
| 1Y | +63.9% | -53.9% | +117.8% | +71.2% |
| All | +63.9% | -54.1% | +118.0% | +71.2% |
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