-26.6%
RKT vs NIO
-37.4%
+10.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -1.1% |
| 7D | +2.1% | -13.0% | +15.1% | +2.7% |
| 30D | +1.4% | -18.3% | +19.7% | +2.2% |
| 3M | +6.3% | -33.2% | +39.5% | +8.0% |
| 6M | -15.5% | -21.5% | +6.0% | -14.0% |
| YTD | -27.4% | -25.5% | -1.9% | -26.1% |
| 1Y | -26.6% | -38.0% | +11.4% | -24.1% |
| All | -26.6% | -37.4% | +10.8% | -24.1% |
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