+244.7%
APLD vs NIO
-82.6%
+327.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.6% | +6.9% | +7.3% |
| 7D | +3.1% | +6.9% | -3.8% | +0.6% |
| 30D | -29.4% | -4.7% | -24.6% | -27.7% |
| 3M | -42.8% | -28.1% | -14.7% | -35.0% |
| 6M | -59.5% | -41.7% | -17.8% | -50.0% |
| YTD | -31.8% | -33.1% | +1.3% | -21.3% |
| 1Y | -46.0% | -50.3% | +4.3% | -30.4% |
| 3Y | +252.0% | -54.4% | +306.4% | +300.7% |
| All | +244.7% | -82.6% | +327.3% | +377.6% |
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