-6.3%
RKT vs NIO
-90.7%
+84.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -0.8% |
| 7D | +2.1% | -13.0% | +15.1% | +5.1% |
| 30D | +1.4% | -18.3% | +19.7% | +5.6% |
| 3M | +6.3% | -33.2% | +39.5% | +15.2% |
| 6M | -15.5% | -21.5% | +6.0% | -12.5% |
| YTD | -27.4% | -25.5% | -1.9% | -24.4% |
| 1Y | -26.6% | -38.0% | +11.4% | -21.7% |
| 3Y | +41.2% | -65.5% | +106.7% | +60.7% |
| All | -6.3% | -90.7% | +84.4% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling