+124.8%
NTAP vs APTV
-69.9%
+194.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.3% | -1.5% |
| 7D | +2.2% | -1.2% | +3.4% | +2.5% |
| 30D | -7.0% | -10.6% | +3.6% | -3.8% |
| 3M | +12.3% | -35.0% | +47.3% | +27.8% |
| 6M | +85.1% | -38.9% | +124.0% | +113.7% |
| YTD | +74.8% | -41.5% | +116.3% | +104.1% |
| 1Y | +52.7% | -45.8% | +98.5% | +82.7% |
| 3Y | +147.7% | -55.7% | +203.4% | +205.1% |
| 5Y | +124.8% | -70.1% | +194.9% | +201.2% |
| All | +124.8% | -69.9% | +194.6% | +201.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling