-10.4%
RKT vs NIO
-54.1%
+43.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.4% | +5.2% | +8.4% |
| 7D | +29.7% | -0.6% | +30.3% | +29.7% |
| 30D | +28.5% | -3.5% | +32.0% | +28.8% |
| 3M | +6.4% | -30.7% | +37.1% | +9.0% |
| 6M | +7.1% | -45.6% | +52.8% | +11.8% |
| YTD | -22.5% | -35.3% | +12.8% | -19.2% |
| 1Y | -10.4% | -53.9% | +43.5% | +5.8% |
| All | -10.4% | -54.1% | +43.7% | +5.8% |
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 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