+290.1%
APH vs NVMI
+212.4%
+77.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.6% | -1.7% |
| 7D | +0.2% | +11.7% | -11.5% | -4.0% |
| 30D | -3.3% | -4.0% | +0.7% | -2.0% |
| 3M | +14.0% | -25.8% | +39.8% | +25.7% |
| 6M | +24.4% | -8.3% | +32.8% | +25.0% |
| YTD | +21.4% | +14.8% | +6.6% | +11.9% |
| 1Y | +48.9% | +37.9% | +11.1% | +27.8% |
| 3Y | +290.1% | +216.3% | +73.8% | +148.7% |
| All | +290.1% | +212.4% | +77.7% | +148.7% |
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