+360.2%
APO vs NIO
-43.2%
+403.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.6% | +4.1% | +4.6% |
| 7D | +2.3% | +6.9% | -4.6% | +1.6% |
| 30D | +3.0% | -4.7% | +7.7% | +3.5% |
| 3M | -3.7% | -28.1% | +24.4% | -0.3% |
| 6M | -7.5% | -41.7% | +34.2% | -2.3% |
| YTD | -14.5% | -33.1% | +18.6% | -11.8% |
| 1Y | -6.2% | -50.3% | +44.1% | 0.0% |
| 3Y | +51.9% | -54.4% | +106.3% | +55.5% |
| 5Y | +76.5% | -91.6% | +168.1% | +103.8% |
| All | +360.2% | -43.2% | +403.4% | +321.1% |
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