+68.1%
NTAP vs APTV
-46.4%
+114.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.3% | -2.7% |
| 7D | -16.1% | -1.9% | -14.2% | -15.8% |
| 30D | -15.9% | -1.4% | -14.5% | -15.8% |
| 3M | -1.2% | -9.3% | +8.1% | +0.8% |
| 6M | +70.1% | -27.3% | +97.4% | +85.5% |
| YTD | +77.9% | -43.1% | +121.1% | +108.1% |
| 1Y | +68.1% | -46.5% | +114.6% | +103.2% |
| All | +68.1% | -46.4% | +114.5% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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