+913.4%
ASX vs NTAP
+583.2%
+330.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.9% | +4.2% | +5.3% |
| 7D | +6.3% | +3.3% | +3.0% | +4.9% |
| 30D | +6.4% | -0.2% | +6.6% | +6.3% |
| 3M | +13.1% | +11.4% | +1.8% | +7.7% |
| 6M | +90.3% | +88.7% | +1.6% | +41.9% |
| YTD | +149.6% | +78.9% | +70.7% | +89.4% |
| 1Y | +249.2% | +58.8% | +190.4% | +179.0% |
| 3Y | +445.9% | +153.5% | +292.4% | +252.3% |
| 5Y | +477.7% | +136.7% | +341.0% | +278.6% |
| 10Y | +913.4% | +590.2% | +323.2% | +402.4% |
| All | +913.4% | +583.2% | +330.2% | +402.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling