-44.8%
ACHR vs NVMI
+431.1%
-475.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -5.2% |
| 7D | -2.7% | +6.9% | -9.6% | -6.3% |
| 30D | -12.1% | -2.8% | -9.3% | -11.2% |
| 3M | +3.4% | -27.3% | +30.7% | +19.6% |
| 6M | -15.6% | -13.7% | -2.0% | -13.6% |
| YTD | -26.9% | +13.8% | -40.7% | -36.9% |
| 1Y | -34.8% | +34.9% | -69.6% | -48.9% |
| 3Y | -19.2% | +213.5% | -232.8% | -67.0% |
| 5Y | -43.8% | +272.5% | -316.2% | -78.9% |
| All | -44.8% | +431.1% | -475.9% | -81.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling