+375.3%
NTAP vs KEEL
+309.9%
+65.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.3% |
| 7D | +2.2% | +19.3% | -17.1% | +1.1% |
| 30D | -7.0% | +9.1% | -16.2% | -7.8% |
| 3M | +12.3% | -31.5% | +43.9% | +13.8% |
| 6M | +85.1% | +75.8% | +9.3% | +76.4% |
| YTD | +74.8% | +57.9% | +16.9% | +66.7% |
| 1Y | +52.7% | +133.3% | -80.7% | +40.5% |
| 3Y | +147.7% | +204.1% | -56.4% | +115.9% |
| 5Y | +124.8% | -37.5% | +162.3% | +98.6% |
| All | +375.3% | +309.9% | +65.3% | +279.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 all: compounded portfolio wealth divided by compounded KEEL 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…
all analysis · Full analysis span regression · 6 months rolling