+261.6%
APP vs NIO
-92.6%
+354.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -3.0% | +34.1% | +32.0% |
| 7D | +39.7% | -3.6% | +43.3% | +41.3% |
| 30D | +27.7% | -8.0% | +35.8% | +31.1% |
| 3M | -14.8% | -31.2% | +16.4% | -3.9% |
| 6M | -25.5% | -45.8% | +20.2% | -10.1% |
| YTD | -47.2% | -37.3% | -9.9% | -40.5% |
| 1Y | -42.3% | -56.1% | +13.8% | -27.0% |
| 3Y | +806.8% | -61.1% | +867.9% | +943.3% |
| 5Y | +261.6% | -92.4% | +354.1% | +607.5% |
| All | +261.6% | -92.6% | +354.3% | +607.5% |
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