+81.3%
RKT vs NIO
-60.1%
+141.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.6% |
| 7D | -9.0% | -14.5% | +5.5% | -7.2% |
| 30D | +30.2% | -15.0% | +45.2% | +32.8% |
| 3M | -8.8% | -35.6% | +26.7% | -3.9% |
| 6M | -0.9% | -55.7% | +54.7% | +9.0% |
| YTD | -29.2% | -43.1% | +14.0% | -25.0% |
| 1Y | -20.1% | -53.5% | +33.5% | -13.2% |
| 3Y | +81.3% | -59.8% | +141.2% | +97.6% |
| All | +81.3% | -60.1% | +141.4% | +97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling