+247.7%
APH vs NIO
-62.1%
+309.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.0% | -6.3% | -9.0% |
| 7D | -12.7% | -3.6% | -9.1% | -12.4% |
| 30D | -19.2% | -8.0% | -11.1% | -18.4% |
| 3M | -16.7% | -31.2% | +14.5% | -13.6% |
| 6M | +5.1% | -45.8% | +50.9% | +11.2% |
| YTD | +6.6% | -37.3% | +43.8% | +10.8% |
| 1Y | +3.9% | -56.1% | +60.0% | +10.8% |
| All | +247.7% | -62.1% | +309.9% | +260.1% |
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 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