+78.7%
APO vs NIO
-93.2%
+171.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.7% | +2.5% |
| 7D | +5.8% | -14.5% | +20.2% | +8.2% |
| 30D | +8.9% | -15.0% | +23.8% | +11.5% |
| 3M | -13.6% | -35.6% | +21.9% | -7.9% |
| 6M | -5.4% | -55.7% | +50.3% | +6.4% |
| YTD | -13.6% | -43.1% | +29.5% | -7.7% |
| 1Y | -2.5% | -53.5% | +51.0% | +7.5% |
| 3Y | +50.9% | -59.8% | +110.7% | +57.9% |
| All | +78.7% | -93.2% | +171.9% | +136.8% |
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