+107.2%
APA vs NIO
-54.1%
+161.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.4% | -10.3% | -6.5% |
| 7D | -13.0% | -0.6% | -12.4% | -12.9% |
| 30D | +2.0% | -3.5% | +5.5% | +1.8% |
| 3M | +24.9% | -30.7% | +55.6% | +21.6% |
| 6M | +7.2% | -45.6% | +52.8% | +1.8% |
| YTD | +87.1% | -35.3% | +122.4% | +84.8% |
| 1Y | +107.2% | -53.9% | +161.1% | +117.2% |
| All | +107.2% | -54.1% | +161.3% | +117.2% |
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