+625.8%
NTAP vs AON
+204.8%
+421.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.7% | +10.2% | +9.2% |
| 7D | +7.4% | -6.3% | +13.7% | +10.2% |
| 30D | -1.4% | -14.1% | +12.7% | +4.5% |
| 3M | +24.6% | -9.5% | +34.0% | +28.2% |
| 6M | +105.9% | -4.0% | +109.9% | +105.5% |
| YTD | +88.5% | -13.8% | +102.3% | +96.6% |
| 1Y | +62.1% | -18.3% | +80.4% | +72.7% |
| 3Y | +169.1% | -7.2% | +176.2% | +163.3% |
| 5Y | +141.9% | +7.3% | +134.5% | +114.6% |
| All | +625.8% | +204.8% | +421.0% | +221.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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