+10,337.9%
APH vs NVMI
+1,967.2%
+8,370.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.6% | +0.1% |
| 7D | +5.0% | +6.6% | -1.6% | +3.9% |
| 30D | -3.9% | -7.5% | +3.6% | -2.8% |
| 3M | +13.0% | -28.5% | +41.5% | +18.2% |
| 6M | +25.2% | -15.7% | +40.9% | +27.5% |
| YTD | +22.9% | +13.3% | +9.6% | +20.1% |
| 1Y | +47.8% | +48.3% | -0.4% | +38.9% |
| 3Y | +283.0% | +191.2% | +91.8% | +224.9% |
| 5Y | +349.7% | +268.7% | +81.0% | +267.4% |
| 10Y | +1,061.2% | +3,034.8% | -1,973.6% | +646.6% |
| All | +10,337.9% | +1,967.2% | +8,370.6% | +4,983.0% |
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