+140.1%
RBRK vs NIO
-8.6%
+148.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -2.8% |
| 7D | +1.9% | -4.1% | +6.0% | +2.4% |
| 30D | -9.3% | -23.2% | +14.0% | -6.4% |
| 3M | +23.8% | -29.9% | +53.7% | +29.0% |
| 6M | +55.4% | -25.1% | +80.5% | +59.2% |
| YTD | +16.1% | -27.5% | +43.6% | +19.2% |
| 1Y | -9.8% | -41.1% | +31.3% | -4.9% |
| All | +140.1% | -8.6% | +148.7% | +123.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling