-42.7%
APTV vs NIO
-36.7%
-6.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.6% | +3.3% |
| 7D | +4.8% | -13.0% | +17.9% | +6.9% |
| 30D | +2.0% | -18.3% | +20.3% | +5.0% |
| 3M | -34.2% | -33.2% | -1.0% | -30.3% |
| 6M | -34.7% | -21.5% | -13.2% | -32.9% |
| YTD | -37.0% | -25.5% | -11.5% | -35.0% |
| 1Y | -40.4% | -38.0% | -2.4% | -37.3% |
| 3Y | -54.1% | -65.5% | +11.3% | -50.3% |
| 5Y | -68.0% | -90.6% | +22.6% | -61.7% |
| All | -42.7% | -36.7% | -6.1% | -48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling