+58.9%
NTAP vs AMIX
-90.1%
+149.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +11.8% | -7.8% | +4.0% |
| 7D | -5.0% | +1.2% | -6.2% | -5.0% |
| 30D | -25.8% | -45.3% | +19.6% | -25.4% |
| 3M | -6.9% | -83.1% | +76.2% | -5.6% |
| 6M | +50.0% | -76.9% | +126.9% | +48.0% |
| YTD | +66.9% | -85.3% | +152.2% | +63.3% |
| All | +58.9% | -90.1% | +149.0% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling