+124.1%
KEY vs NVMI
+203.1%
-78.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | -1.8% | +3.8% | -5.5% | -2.4% |
| 30D | -3.3% | -7.6% | +4.2% | -2.1% |
| 3M | -0.2% | -28.0% | +27.8% | +4.3% |
| 6M | +12.1% | -15.3% | +27.4% | +12.6% |
| YTD | +8.4% | +11.5% | -3.1% | +2.8% |
| 1Y | +17.6% | +31.6% | -13.9% | +7.0% |
| All | +124.1% | +203.1% | -78.9% | +49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling