+16.4%
APH vs NIO
-54.1%
+70.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.4% | -9.6% | -6.9% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | -9.5% | -3.5% | -6.0% | -8.8% |
| 3M | -7.6% | -30.7% | +23.0% | -0.5% |
| 6M | +12.4% | -45.6% | +58.0% | +26.7% |
| YTD | +17.5% | -35.3% | +52.8% | +24.0% |
| 1Y | +16.4% | -53.9% | +70.3% | +44.1% |
| All | +16.4% | -54.1% | +70.5% | +44.1% |
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