+259.4%
APH vs NIO
-36.7%
+296.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -10.2% | -37.6% | -46.8% |
| 7D | -48.7% | -12.8% | -35.9% | -47.6% |
| 30D | -51.9% | -18.3% | -33.7% | -50.7% |
| 3M | -43.6% | -33.2% | -10.3% | -41.1% |
| 6M | -37.5% | -21.5% | -16.0% | -36.0% |
| YTD | -38.6% | -25.5% | -13.1% | -36.8% |
| 1Y | -26.3% | -38.0% | +11.7% | -23.3% |
| 3Y | +89.2% | -65.5% | +154.7% | +99.5% |
| 5Y | +119.8% | -90.6% | +210.4% | +143.7% |
| All | +259.4% | -36.7% | +296.1% | +231.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling