+363.1%
APO vs NIO
-46.0%
+409.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.3% |
| 7D | +0.2% | -1.8% | +2.0% | +0.3% |
| 30D | +3.1% | -6.6% | +9.8% | +3.9% |
| 3M | -12.0% | -29.9% | +17.9% | -8.6% |
| 6M | -5.0% | -46.6% | +41.7% | +1.4% |
| YTD | -14.0% | -36.5% | +22.5% | -10.7% |
| 1Y | -5.9% | -51.1% | +45.2% | +0.4% |
| 3Y | +51.6% | -55.2% | +106.8% | +55.4% |
| 5Y | +80.8% | -92.3% | +173.1% | +110.6% |
| All | +363.1% | -46.0% | +409.1% | +326.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling