+562.2%
NTAP vs AON
+233.0%
+329.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.1% |
| 7D | +7.2% | +1.0% | +6.2% | +6.8% |
| 30D | -18.4% | +23.2% | -41.6% | -25.1% |
| 3M | -11.3% | -5.0% | -6.3% | -10.3% |
| 6M | +53.8% | +9.3% | +44.4% | +45.1% |
| YTD | +72.0% | -3.4% | +75.4% | +70.2% |
| 1Y | +68.0% | -2.9% | +70.9% | +65.7% |
| 3Y | +149.5% | +3.6% | +145.8% | +132.7% |
| 5Y | +125.6% | +16.9% | +108.7% | +93.7% |
| All | +562.2% | +233.0% | +329.2% | +182.6% |
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