-0.3%
APO vs NIO
-37.4%
+37.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +0.1% | -6.7% | +6.7% | +0.2% |
| 30D | +3.9% | -20.0% | +23.9% | +4.2% |
| 3M | +3.8% | -30.5% | +34.2% | +4.3% |
| 6M | +22.3% | -20.7% | +43.0% | +21.9% |
| YTD | -7.8% | -25.7% | +17.9% | -7.8% |
| 1Y | -0.3% | -38.6% | +38.2% | +1.4% |
| All | -0.3% | -37.4% | +37.0% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling