+132.1%
APO vs NVMI
+263.1%
-131.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.3% | -1.7% |
| 7D | -4.9% | +3.8% | -8.7% | -6.0% |
| 30D | -8.4% | -7.6% | -0.9% | -6.5% |
| 3M | -2.1% | -28.0% | +25.9% | +6.4% |
| 6M | +19.2% | -15.3% | +34.6% | +20.6% |
| YTD | -10.5% | +11.5% | -22.0% | -18.9% |
| 1Y | -2.7% | +31.6% | -34.3% | -18.1% |
| 3Y | +52.5% | +207.0% | -154.5% | -18.2% |
| 5Y | +132.1% | +262.8% | -130.8% | +9.4% |
| All | +132.1% | +263.1% | -131.0% | +9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling