+1,007.5%
ASX vs NTAP
+597.8%
+409.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.1% | +2.5% | +4.8% |
| 7D | +0.8% | -2.4% | +3.3% | +2.8% |
| 30D | -20.4% | -23.4% | +3.0% | -9.8% |
| 3M | -2.1% | -7.5% | +5.4% | +2.2% |
| 6M | +8.2% | +56.4% | -48.2% | -11.4% |
| YTD | +137.3% | +73.6% | +63.6% | +84.2% |
| 1Y | +155.0% | +68.4% | +86.6% | +100.6% |
| 3Y | +397.9% | +150.6% | +247.4% | +225.6% |
| 5Y | +529.2% | +122.5% | +406.8% | +325.8% |
| 10Y | +1,007.5% | +589.7% | +417.8% | +462.3% |
| All | +1,007.5% | +597.8% | +409.8% | +462.3% |
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