+125.9%
RRX vs NIO
-36.7%
+162.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.3% |
| 7D | +3.4% | -13.0% | +16.5% | +5.1% |
| 30D | -11.1% | -18.3% | +7.2% | -9.1% |
| 3M | -23.7% | -33.2% | +9.5% | -20.2% |
| 6M | -22.0% | -21.5% | -0.5% | -20.3% |
| YTD | +16.5% | -25.5% | +42.0% | +19.6% |
| 1Y | +11.5% | -38.0% | +49.5% | +16.3% |
| 3Y | +1.5% | -65.5% | +67.0% | +7.9% |
| 5Y | +18.3% | -90.6% | +108.9% | +34.4% |
| All | +125.9% | -36.7% | +162.6% | +100.3% |
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