+1,777.9%
APO vs NVMI
+3,791.7%
-2,013.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.8% |
| 7D | +0.1% | +11.7% | -11.6% | -3.5% |
| 30D | +3.9% | -4.0% | +7.9% | +4.9% |
| 3M | +3.8% | -25.8% | +29.5% | +11.9% |
| 6M | +22.3% | -8.3% | +30.6% | +20.9% |
| YTD | -7.8% | +14.8% | -22.6% | -16.5% |
| 1Y | -0.3% | +37.9% | -38.2% | -16.3% |
| 3Y | +57.1% | +216.3% | -159.1% | -8.3% |
| 5Y | +137.0% | +277.2% | -140.2% | +26.3% |
| 10Y | +946.8% | +3,074.3% | -2,127.5% | +187.4% |
| All | +1,777.9% | +3,791.7% | -2,013.8% | +351.1% |
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