+5.8%
APA vs NIO
-64.6%
+70.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -3.1% |
| 7D | +0.5% | -13.0% | +13.6% | +1.5% |
| 30D | +23.4% | -18.3% | +41.7% | +25.0% |
| 3M | +12.7% | -33.2% | +45.9% | +15.7% |
| 6M | +39.4% | -21.5% | +60.9% | +40.4% |
| YTD | +79.0% | -25.5% | +104.4% | +80.7% |
| 1Y | +88.8% | -38.0% | +126.8% | +93.2% |
| All | +5.8% | -64.6% | +70.4% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling