+933.3%
APP vs NIO
-56.4%
+989.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.2% | +4.7% |
| 7D | +79.2% | +6.9% | +72.3% | +76.6% |
| 30D | +48.0% | -4.7% | +52.7% | +49.5% |
| 3M | +18.2% | -28.1% | +46.3% | +26.2% |
| 6M | -12.5% | -41.7% | +29.2% | -3.1% |
| YTD | -39.2% | -33.1% | -6.0% | -35.1% |
| 1Y | -33.9% | -50.3% | +16.4% | -25.3% |
| 3Y | +933.3% | -54.4% | +987.6% | +983.2% |
| All | +933.3% | -56.4% | +989.7% | +983.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling