-22.2%
RKT vs NIO
-73.0%
+50.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -0.9% |
| 7D | +2.1% | -13.0% | +15.1% | +4.4% |
| 30D | +1.4% | -18.3% | +19.7% | +4.7% |
| 3M | +6.3% | -33.2% | +39.5% | +13.0% |
| 6M | -15.5% | -21.5% | +6.0% | -13.1% |
| YTD | -27.4% | -25.5% | -1.9% | -25.1% |
| 1Y | -26.6% | -38.0% | +11.4% | -22.7% |
| 3Y | +41.2% | -65.5% | +106.7% | +54.5% |
| 5Y | -6.4% | -90.6% | +84.2% | +7.7% |
| All | -22.2% | -73.0% | +50.8% | -19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling