+121.4%
RRX vs NIO
-38.3%
+159.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.2% |
| 7D | -0.7% | -4.1% | +3.4% | -0.2% |
| 30D | -8.0% | -23.2% | +15.3% | -5.2% |
| 3M | -25.1% | -29.9% | +4.9% | -22.0% |
| 6M | -18.3% | -25.1% | +6.8% | -16.0% |
| YTD | +14.2% | -27.5% | +41.6% | +17.6% |
| 1Y | +13.0% | -41.1% | +54.1% | +18.6% |
| 3Y | +4.2% | -63.1% | +67.3% | +10.1% |
| 5Y | +17.9% | -90.4% | +108.3% | +33.9% |
| All | +121.4% | -38.3% | +159.7% | +97.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling