+3.0%
RRX vs NIO
-62.6%
+65.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.4% |
| 7D | +3.4% | -13.0% | +16.5% | +5.7% |
| 30D | -11.1% | -18.3% | +7.2% | -8.3% |
| 3M | -23.7% | -33.2% | +9.5% | -18.8% |
| 6M | -22.0% | -21.5% | -0.5% | -19.6% |
| YTD | +16.5% | -25.5% | +42.0% | +20.7% |
| 1Y | +11.5% | -38.0% | +49.5% | +17.9% |
| All | +3.0% | -62.6% | +65.7% | +10.5% |
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