+10,092.6%
APH vs NVMI
+1,751.3%
+8,341.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +6.4% | +1.8% | +7.2% |
| 7D | +1.1% | +9.6% | -8.5% | -0.2% |
| 30D | -7.5% | -5.6% | -1.9% | -6.6% |
| 3M | -4.4% | -15.2% | +10.8% | -2.1% |
| 6M | +26.5% | -36.1% | +62.5% | +34.4% |
| YTD | +20.0% | +1.5% | +18.6% | +19.3% |
| 1Y | +16.9% | +8.3% | +8.5% | +15.1% |
| 3Y | +288.5% | +212.6% | +75.9% | +227.9% |
| 5Y | +310.3% | +158.4% | +151.9% | +251.3% |
| 10Y | +951.3% | +2,587.4% | -1,636.1% | +590.7% |
| All | +10,092.6% | +1,751.3% | +8,341.3% | +4,949.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling