+110,687.2%
AAPL vs NTAP
+23,420.6%
+87,266.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.1% | -0.8% | +0.8% | +0.3% |
| 30D | +3.0% | -0.5% | +3.5% | +2.9% |
| 3M | +2.9% | +4.1% | -1.2% | +1.0% |
| 6M | +22.1% | +88.0% | -65.9% | +0.4% |
| YTD | +18.0% | +75.6% | -57.6% | -1.4% |
| 1Y | +33.9% | +58.9% | -25.0% | +14.7% |
| 3Y | +71.2% | +153.6% | -82.4% | +25.9% |
| 5Y | +112.6% | +127.6% | -15.0% | +60.3% |
| 10Y | +1,198.8% | +580.4% | +618.4% | +598.2% |
| All | +110,687.2% | +23,420.6% | +87,266.6% | +19,928.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling