+26.6%
APD vs NIO
-56.4%
+83.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.5% | +2.0% |
| 7D | -1.6% | +6.9% | -8.5% | -1.8% |
| 30D | +10.6% | -4.7% | +15.4% | +10.8% |
| 3M | +2.5% | -28.1% | +30.6% | +3.9% |
| 6M | +6.0% | -41.7% | +47.7% | +8.2% |
| YTD | +28.4% | -33.1% | +61.6% | +30.0% |
| 1Y | +22.2% | -50.3% | +72.4% | +25.4% |
| 3Y | +26.6% | -54.4% | +80.9% | +28.7% |
| All | +26.6% | -56.4% | +83.0% | +28.7% |
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