+486.8%
ASX vs NTAP
+124.7%
+362.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -0.7% |
| 7D | +12.4% | +7.2% | +5.2% | +8.3% |
| 30D | -19.8% | -18.4% | -1.4% | -9.7% |
| 3M | -10.3% | -11.3% | +1.0% | -3.5% |
| 6M | +1.2% | +53.8% | -52.5% | -20.9% |
| YTD | +123.0% | +72.0% | +51.1% | +61.6% |
| 1Y | +145.4% | +68.0% | +77.4% | +80.2% |
| 3Y | +368.6% | +149.5% | +219.1% | +154.8% |
| All | +486.8% | +124.7% | +362.1% | +230.3% |
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 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