-53.7%
APTV vs NIO
-49.2%
-4.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.3% | -0.7% |
| 7D | -5.0% | -4.7% | -0.3% | -4.4% |
| 30D | -12.3% | -14.3% | +2.0% | -10.3% |
| 3M | -19.9% | -32.8% | +12.9% | -15.3% |
| 6M | -29.4% | -49.8% | +20.5% | -22.2% |
| YTD | -49.0% | -40.2% | -8.8% | -45.7% |
| 1Y | -53.1% | -52.7% | -0.4% | -48.4% |
| 3Y | -48.9% | -57.9% | +9.0% | -46.0% |
| 5Y | -77.2% | -92.9% | +15.6% | -71.6% |
| All | -53.7% | -49.2% | -4.5% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling