+415.3%
ASX vs NTAP
+106.9%
+308.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.5% |
| 7D | -19.9% | -15.1% | -4.9% | -12.0% |
| 30D | -30.9% | -28.1% | -2.8% | -16.9% |
| 3M | -15.1% | -11.4% | -3.6% | -8.5% |
| 6M | -6.5% | +52.2% | -58.7% | -26.7% |
| YTD | +98.4% | +60.4% | +38.0% | +49.1% |
| 1Y | +107.9% | +51.0% | +56.9% | +62.0% |
| 3Y | +325.3% | +135.6% | +189.7% | +138.2% |
| All | +415.3% | +106.9% | +308.4% | +208.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling