+18,710.3%
NTAP vs KEY
+258.6%
+18,451.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -7.8% | +0.5% | -8.3% | -7.8% |
| 30D | -25.8% | +6.9% | -32.6% | -27.4% |
| 3M | -11.2% | -5.0% | -6.2% | -9.8% |
| 6M | +49.9% | +0.7% | +49.2% | +49.0% |
| YTD | +66.9% | +6.5% | +60.4% | +62.4% |
| 1Y | +58.8% | +22.6% | +36.2% | +47.4% |
| 3Y | +140.8% | +125.3% | +15.5% | +78.4% |
| 5Y | +115.0% | +13.9% | +101.1% | +89.5% |
| 10Y | +570.8% | +105.3% | +465.4% | +348.7% |
| All | +18,710.3% | +258.6% | +18,451.7% | +5,531.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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