+88.8%
APA vs NIO
-92.9%
+181.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.9% | +7.8% | +2.6% |
| 7D | +9.6% | -4.7% | +14.3% | +10.1% |
| 30D | -0.2% | -14.3% | +14.1% | +1.2% |
| 3M | +19.8% | -32.8% | +52.7% | +24.5% |
| 6M | +30.1% | -49.8% | +79.9% | +39.0% |
| YTD | +100.4% | -40.2% | +140.6% | +108.1% |
| 1Y | +105.2% | -52.7% | +157.9% | +118.8% |
| 3Y | +44.6% | -57.9% | +102.5% | +48.7% |
| 5Y | +88.8% | -92.9% | +181.7% | +147.6% |
| All | +88.8% | -92.9% | +181.7% | +147.6% |
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