+143.3%
AAPL vs NTAP
+124.7%
+18.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +1.1% |
| 7D | +4.1% | +7.2% | -3.1% | +2.1% |
| 30D | +4.0% | -18.4% | +22.3% | +9.4% |
| 3M | +16.8% | -11.3% | +28.1% | +19.3% |
| 6M | +19.4% | +53.8% | -34.4% | -0.9% |
| YTD | +31.5% | +72.0% | -40.5% | +3.8% |
| 1Y | +31.0% | +68.0% | -37.0% | +4.1% |
| 3Y | +95.3% | +149.5% | -54.2% | +20.2% |
| All | +143.3% | +124.7% | +18.6% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling