+136.7%
NTAP vs APA
+156.3%
-19.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.6% |
| 7D | +3.3% | -1.7% | +5.0% | +3.6% |
| 30D | -0.2% | +15.7% | -15.9% | -3.1% |
| 3M | +11.4% | +16.5% | -5.1% | +7.6% |
| 6M | +88.7% | +35.1% | +53.6% | +75.5% |
| YTD | +78.9% | +82.2% | -3.3% | +56.3% |
| 1Y | +58.8% | +102.5% | -43.6% | +34.8% |
| 3Y | +153.5% | +10.3% | +143.2% | +131.9% |
| 5Y | +136.7% | +166.1% | -29.4% | +72.4% |
| All | +136.7% | +156.3% | -19.6% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APA 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling