+268.0%
APH vs NIO
-92.6%
+360.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.0% | -6.3% | -9.0% |
| 7D | -12.7% | -3.6% | -9.1% | -12.3% |
| 30D | -19.2% | -8.0% | -11.1% | -18.3% |
| 3M | -16.7% | -31.2% | +14.5% | -13.0% |
| 6M | +5.1% | -45.8% | +50.9% | +12.4% |
| YTD | +6.6% | -37.3% | +43.8% | +11.6% |
| 1Y | +3.9% | -56.1% | +60.0% | +13.0% |
| 3Y | +246.0% | -61.1% | +307.1% | +264.8% |
| 5Y | +268.0% | -92.4% | +360.4% | +315.9% |
| All | +268.0% | -92.6% | +360.6% | +315.9% |
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