+842.6%
ASX vs NTAP
+608.6%
+234.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.1% | +4.6% | +6.8% |
| 7D | -12.3% | -5.0% | -7.3% | -9.6% |
| 30D | -26.0% | -25.8% | -0.2% | -15.0% |
| 3M | -8.1% | -6.9% | -1.2% | -4.3% |
| 6M | +1.4% | +50.0% | -48.6% | -15.5% |
| YTD | +115.6% | +66.9% | +48.6% | +70.2% |
| 1Y | +128.0% | +58.3% | +69.8% | +84.3% |
| 3Y | +371.4% | +145.1% | +226.3% | +211.5% |
| 5Y | +469.4% | +114.2% | +355.2% | +291.9% |
| 10Y | +842.6% | +576.6% | +266.1% | +394.4% |
| All | +842.6% | +608.6% | +234.1% | +394.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling