-7.7%
APO vs NIO
-53.2%
+45.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.9% | +4.6% | -1.1% |
| 7D | +3.5% | -4.7% | +8.2% | +3.7% |
| 30D | +4.4% | -14.3% | +18.7% | +4.9% |
| 3M | -12.1% | -32.8% | +20.7% | -11.4% |
| 6M | -7.2% | -49.8% | +42.6% | -6.3% |
| YTD | -15.1% | -40.2% | +25.1% | -14.5% |
| 1Y | -7.7% | -52.7% | +45.1% | -3.9% |
| All | -7.7% | -53.2% | +45.6% | -3.9% |
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