-41.7%
ACHR vs NVMI
+261.9%
-303.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +1.5% |
| 7D | -2.3% | -0.1% | -2.2% | -2.2% |
| 30D | -11.3% | -8.4% | -2.9% | -7.1% |
| 3M | +5.3% | -33.6% | +38.8% | +29.3% |
| 6M | -13.2% | -14.7% | +1.5% | -10.7% |
| YTD | -25.8% | +13.2% | -39.0% | -36.5% |
| 1Y | -34.3% | +29.0% | -63.3% | -48.1% |
| 3Y | -19.9% | +215.0% | -234.9% | -70.8% |
| All | -41.7% | +261.9% | -303.6% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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