-9.2%
RGTI vs NIO
-38.6%
+29.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +1.0% |
| 7D | -0.1% | -7.3% | +7.1% | +3.5% |
| 30D | -16.2% | -22.5% | +6.3% | -5.4% |
| 3M | -22.0% | -30.9% | +8.9% | -7.4% |
| 6M | -10.8% | -37.2% | +26.4% | +8.4% |
| YTD | -31.6% | -29.8% | -1.8% | -21.9% |
| All | -9.2% | -38.6% | +29.4% | +33.4% |
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 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