+625.8%
NTAP vs APTV
-16.1%
+641.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.3% | +8.9% | +8.6% |
| 7D | +7.4% | -5.0% | +12.4% | +9.1% |
| 30D | -1.4% | -6.1% | +4.7% | +0.5% |
| 3M | +24.6% | -33.0% | +57.6% | +40.6% |
| 6M | +105.9% | -35.2% | +141.1% | +133.4% |
| YTD | +88.5% | -40.1% | +128.7% | +118.8% |
| 1Y | +62.1% | -45.6% | +107.7% | +94.1% |
| 3Y | +169.1% | -54.4% | +223.4% | +228.4% |
| 5Y | +141.9% | -68.9% | +210.8% | +224.8% |
| All | +625.8% | -16.1% | +641.9% | +657.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling