+29.9%
AAPL vs NTAP
+66.6%
-36.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.6% | +6.9% | +5.4% |
| 7D | +1.7% | -16.1% | +17.7% | +2.6% |
| 30D | +5.0% | -15.9% | +20.9% | +5.9% |
| 3M | +13.1% | -1.2% | +14.3% | +12.7% |
| 6M | +26.5% | +70.1% | -43.6% | +15.2% |
| YTD | +28.9% | +77.9% | -49.0% | +16.0% |
| 1Y | +29.9% | +68.1% | -38.2% | +18.2% |
| All | +29.9% | +66.6% | -36.7% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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