+69.3%
NTAP vs APA
+101.2%
-31.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +1.4% |
| 7D | +9.9% | +9.6% | +0.2% | +8.6% |
| 30D | -22.1% | -0.2% | -21.9% | -22.1% |
| 3M | -7.7% | +19.8% | -27.5% | -9.7% |
| 6M | +60.9% | +30.1% | +30.9% | +56.0% |
| YTD | +76.4% | +100.4% | -24.0% | +51.9% |
| 1Y | +69.3% | +105.2% | -35.9% | +46.1% |
| All | +69.3% | +101.2% | -31.8% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling