+67.7%
RRX vs NIO
-56.9%
+124.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.4% | +0.2% |
| 7D | 0.0% | +2.8% | -2.8% | -0.4% |
| 30D | +9.0% | -8.4% | +17.4% | +10.7% |
| 3M | +4.0% | -32.0% | +36.0% | +10.7% |
| 6M | -15.7% | -43.9% | +28.2% | -7.8% |
| YTD | +29.0% | -35.7% | +64.7% | +37.1% |
| 1Y | +35.2% | -51.1% | +86.4% | +49.4% |
| 3Y | +67.7% | -54.7% | +122.4% | +78.8% |
| All | +67.7% | -56.9% | +124.6% | +78.8% |
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