+59.7%
VIK vs NIO
-54.1%
+113.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.4% | +2.8% | +5.7% |
| 7D | +5.4% | -0.6% | +6.0% | +5.5% |
| 30D | +12.5% | -3.5% | +16.0% | +13.0% |
| 3M | -15.2% | -30.7% | +15.5% | -10.8% |
| 6M | +15.4% | -45.6% | +61.0% | +25.0% |
| YTD | +27.7% | -35.3% | +63.0% | +35.3% |
| 1Y | +59.7% | -53.9% | +113.6% | +61.4% |
| All | +59.7% | -54.1% | +113.8% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling