+40.2%
APH vs NVMI
+38.3%
+2.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | +1.6% | +6.9% | -5.3% | -1.1% |
| 30D | -3.0% | -2.8% | -0.1% | -2.0% |
| 3M | +5.7% | -27.3% | +33.1% | +18.3% |
| 6M | +20.0% | -13.7% | +33.7% | +21.7% |
| YTD | +20.8% | +13.8% | +7.0% | +8.1% |
| 1Y | +40.2% | +34.9% | +5.4% | +19.2% |
| All | +40.2% | +38.3% | +2.0% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling