+576.6%
NTAP vs AMBA
+12.8%
+563.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.3% | -1.2% | +2.9% |
| 7D | -5.0% | 0.0% | -4.9% | -4.9% |
| 30D | -25.8% | -8.6% | -17.2% | -24.1% |
| 3M | -6.9% | -29.0% | +22.1% | +0.1% |
| 6M | +50.0% | -19.2% | +69.2% | +49.7% |
| YTD | +66.9% | -13.0% | +79.9% | +61.5% |
| 1Y | +58.3% | -31.3% | +89.5% | +61.3% |
| 3Y | +145.1% | +28.1% | +117.0% | +101.7% |
| 5Y | +114.2% | -69.4% | +183.6% | +126.3% |
| 10Y | +576.6% | +7.6% | +568.9% | +333.9% |
| All | +576.6% | +12.8% | +563.7% | +333.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling