+131.5%
APD vs NIO
-46.0%
+177.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.0% |
| 7D | -1.2% | -1.8% | +0.7% | -1.1% |
| 30D | +11.0% | -6.6% | +17.7% | +11.4% |
| 3M | +2.6% | -29.9% | +32.4% | +4.2% |
| 6M | +4.8% | -46.6% | +51.5% | +7.8% |
| YTD | +31.0% | -36.5% | +67.5% | +33.2% |
| 1Y | +23.4% | -51.1% | +74.5% | +27.0% |
| 3Y | +28.4% | -55.2% | +83.6% | +29.8% |
| 5Y | +15.2% | -92.3% | +107.5% | +21.7% |
| All | +131.5% | -46.0% | +177.5% | +123.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling