+20,069.3%
NTAP vs AON
+2,415.5%
+17,653.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.9% |
| 7D | +3.3% | -3.2% | +6.5% | +4.7% |
| 30D | -0.2% | -11.9% | +11.7% | +5.0% |
| 3M | +11.4% | -2.9% | +14.3% | +11.5% |
| 6M | +88.7% | -6.8% | +95.5% | +91.6% |
| YTD | +78.9% | -10.1% | +89.0% | +83.6% |
| 1Y | +58.8% | -14.2% | +73.1% | +65.9% |
| 3Y | +153.5% | -3.3% | +156.8% | +145.3% |
| 5Y | +136.7% | +13.6% | +123.1% | +110.1% |
| 10Y | +590.2% | +209.2% | +381.0% | +278.9% |
| All | +20,069.3% | +2,415.5% | +17,653.7% | +3,668.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling