+155.0%
ASX vs NTAP
+66.4%
+88.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.1% | +2.5% | +4.8% |
| 7D | +0.8% | -2.4% | +3.3% | +2.7% |
| 30D | -20.4% | -23.4% | +3.0% | -12.1% |
| 3M | -2.1% | -7.5% | +5.4% | +3.0% |
| 6M | +8.2% | +56.4% | -48.2% | -1.7% |
| YTD | +137.3% | +73.6% | +63.6% | +107.1% |
| 1Y | +155.0% | +68.4% | +86.6% | +129.4% |
| All | +155.0% | +66.4% | +88.6% | +129.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling