+282.2%
APH vs NIO
-92.1%
+374.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.9% | -1.8% | +3.4% |
| 7D | -5.9% | +5.6% | -11.5% | -6.6% |
| 30D | -14.8% | -4.2% | -10.6% | -14.4% |
| 3M | -12.4% | -26.3% | +13.9% | -9.3% |
| 6M | +8.1% | -42.5% | +50.6% | +14.8% |
| YTD | +10.9% | -33.5% | +44.5% | +15.4% |
| 1Y | +8.8% | -52.7% | +61.4% | +17.3% |
| 3Y | +262.1% | -57.5% | +319.5% | +277.5% |
| All | +282.2% | -92.1% | +374.2% | +330.2% |
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