+134.2%
RBRK vs NIO
-8.9%
+143.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -2.9% |
| 7D | -7.5% | -2.9% | -4.6% | -7.2% |
| 30D | -10.4% | -18.7% | +8.3% | -8.2% |
| 3M | +21.3% | -29.4% | +50.7% | +26.2% |
| 6M | +50.6% | -32.5% | +83.2% | +56.6% |
| YTD | +13.3% | -27.6% | +40.9% | +16.3% |
| 1Y | +11.2% | -39.2% | +50.5% | +16.6% |
| All | +134.2% | -8.9% | +143.1% | +118.4% |
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