+916.7%
APO vs NVMI
+3,158.6%
-2,242.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.3% |
| 7D | -3.5% | -0.1% | -3.4% | -3.5% |
| 30D | -6.6% | -8.4% | +1.8% | -4.1% |
| 3M | -3.3% | -33.6% | +30.3% | +9.0% |
| 6M | +22.6% | -14.7% | +37.3% | +24.1% |
| YTD | -9.8% | +13.2% | -23.0% | -18.7% |
| 1Y | -3.9% | +29.0% | -32.9% | -18.7% |
| 3Y | +52.5% | +215.0% | -162.5% | -16.8% |
| 5Y | +134.0% | +268.6% | -134.6% | +15.4% |
| All | +916.7% | +3,158.6% | -2,242.0% | +171.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling