-7.2%
AON vs NVMI
+207.9%
-215.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.2% | -1.6% |
| 7D | -6.3% | -0.1% | -6.2% | -6.3% |
| 30D | -14.1% | -8.4% | -5.7% | -14.3% |
| 3M | -9.5% | -33.6% | +24.1% | -10.4% |
| 6M | -4.0% | -14.7% | +10.7% | -4.9% |
| YTD | -13.8% | +13.2% | -27.0% | -15.0% |
| 1Y | -18.3% | +29.0% | -47.3% | -19.7% |
| 3Y | -7.2% | +215.0% | -222.2% | -19.8% |
| All | -7.2% | +207.9% | -215.1% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling