+55.8%
NTAP vs AMIX
-80.5%
+136.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.1% |
| 7D | -0.8% | -13.7% | +13.0% | -0.6% |
| 30D | -0.5% | -62.1% | +61.5% | +0.2% |
| 3M | +4.1% | -46.2% | +50.2% | +2.6% |
| 6M | +88.0% | -46.4% | +134.4% | +85.0% |
| YTD | +75.6% | -60.3% | +135.8% | +72.5% |
| All | +55.8% | -80.5% | +136.3% | +65.8% |
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