+17.2%
APA vs NVMI
+209.6%
-192.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.8% | +3.0% |
| 7D | +0.3% | +6.9% | -6.6% | -0.1% |
| 30D | +9.3% | -2.8% | +12.2% | +9.4% |
| 3M | +23.3% | -27.3% | +50.7% | +25.4% |
| 6M | +39.5% | -13.7% | +53.2% | +38.0% |
| YTD | +87.6% | +13.8% | +73.8% | +77.5% |
| 1Y | +114.2% | +34.9% | +79.4% | +96.1% |
| All | +17.2% | +209.6% | -192.4% | -2.4% |
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