-4.4%
APO vs NVMI
-11.6%
+7.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.4% | +10.5% | +8.4% |
| 7D | +8.2% | -11.8% | +20.0% | +10.0% |
| 30D | +6.4% | -24.8% | +31.2% | +10.6% |
| 3M | -7.4% | -28.6% | +21.1% | -3.3% |
| 6M | -4.2% | -40.0% | +35.8% | +1.2% |
| YTD | -14.1% | -10.1% | -4.1% | -17.8% |
| 1Y | -4.4% | -9.8% | +5.4% | -8.6% |
| All | -4.4% | -11.6% | +7.2% | -8.6% |
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 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