+137.9%
APO vs NIO
-90.7%
+228.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.4% |
| 7D | -1.0% | -13.0% | +12.0% | +1.1% |
| 30D | +3.5% | -18.3% | +21.7% | +6.6% |
| 3M | +4.5% | -33.2% | +37.8% | +11.0% |
| 6M | +22.8% | -21.5% | +44.3% | +25.5% |
| YTD | -6.5% | -25.5% | +19.0% | -3.9% |
| 1Y | +0.8% | -38.0% | +38.8% | +5.8% |
| 3Y | +62.0% | -65.5% | +127.4% | +77.6% |
| All | +137.9% | -90.7% | +228.6% | +229.7% |
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