+930.0%
APH vs NVMI
+2,494.8%
-1,564.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.2% | -0.6% |
| 7D | +4.9% | +1.5% | +3.4% | +4.3% |
| 30D | -5.4% | -4.1% | -1.3% | -3.9% |
| 3M | -5.5% | -22.8% | +17.3% | +3.6% |
| 6M | +25.9% | -36.9% | +62.8% | +46.2% |
| YTD | +16.4% | -3.2% | +19.6% | +14.3% |
| 1Y | +16.5% | +7.1% | +9.4% | +10.3% |
| 3Y | +270.9% | +181.5% | +89.4% | +134.3% |
| 5Y | +289.5% | +141.2% | +148.3% | +149.4% |
| All | +930.0% | +2,494.8% | -1,564.8% | +261.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling