+80.5%
AEP vs NIO
-92.1%
+172.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -0.3% |
| 7D | -2.8% | +5.6% | -8.4% | -2.9% |
| 30D | +3.6% | -4.2% | +7.9% | +3.7% |
| 3M | +1.8% | -26.3% | +28.1% | +2.4% |
| 6M | -3.1% | -42.5% | +39.4% | -2.1% |
| YTD | +12.2% | -33.5% | +45.8% | +12.8% |
| 1Y | +9.1% | -52.7% | +61.8% | +10.5% |
| 3Y | +77.9% | -57.5% | +135.4% | +78.8% |
| All | +80.5% | -92.1% | +172.6% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling