+503.8%
AAPL vs NIO
-38.3%
+542.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | -3.0% | -4.1% | +1.2% | -2.6% |
| 30D | +2.3% | -23.2% | +25.5% | +4.9% |
| 3M | +8.6% | -29.9% | +38.5% | +12.3% |
| 6M | +21.6% | -25.1% | +46.7% | +24.0% |
| YTD | +16.3% | -27.5% | +43.8% | +18.9% |
| 1Y | +35.1% | -41.1% | +76.1% | +40.2% |
| 3Y | +79.4% | -63.1% | +142.5% | +86.8% |
| 5Y | +109.8% | -90.4% | +200.2% | +135.8% |
| All | +503.8% | -38.3% | +542.1% | +458.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling