+2,979.8%
ASX vs NTAP
+78.3%
+2,901.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.5% |
| 7D | -19.9% | -15.1% | -4.9% | -15.9% |
| 30D | -30.9% | -28.1% | -2.8% | -23.7% |
| 3M | -15.1% | -11.4% | -3.6% | -11.7% |
| 6M | -6.5% | +52.2% | -58.7% | -17.1% |
| YTD | +98.4% | +60.4% | +38.0% | +72.8% |
| 1Y | +107.9% | +51.0% | +56.9% | +84.0% |
| 3Y | +325.3% | +135.6% | +189.7% | +232.1% |
| 5Y | +447.3% | +107.5% | +339.8% | +342.5% |
| 10Y | +763.2% | +608.6% | +154.6% | +392.5% |
| All | +2,979.8% | +78.3% | +2,901.5% | +1,201.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling