+90.9%
APA vs NVMI
+140.3%
-49.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.0% |
| 7D | +8.5% | +1.5% | +7.0% | +8.3% |
| 30D | +2.8% | -4.1% | +6.9% | +3.1% |
| 3M | +21.7% | -22.8% | +44.5% | +25.1% |
| 6M | +32.6% | -36.9% | +69.5% | +38.2% |
| YTD | +103.7% | -3.2% | +106.9% | +91.0% |
| 1Y | +101.8% | +7.1% | +94.7% | +84.5% |
| 3Y | +48.1% | +181.5% | -133.4% | -4.3% |
| All | +90.9% | +140.3% | -49.5% | +21.9% |
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