+121.8%
NTAP vs AHR
+357.7%
-235.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.2% |
| 7D | +2.2% | -4.3% | +6.5% | +2.5% |
| 30D | -7.0% | -3.1% | -4.0% | -6.8% |
| 3M | +12.3% | +15.7% | -3.4% | +10.4% |
| 6M | +85.1% | +4.1% | +81.0% | +84.2% |
| YTD | +74.8% | +15.4% | +59.3% | +70.4% |
| 1Y | +52.7% | +28.0% | +24.7% | +45.0% |
| All | +121.8% | +357.7% | -235.9% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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