+68.1%
NTAP vs MKSI
+40.1%
+28.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -0.6% |
| 7D | -16.1% | -10.7% | -5.4% | -14.2% |
| 30D | -15.9% | -30.5% | +14.6% | -10.6% |
| 3M | -1.2% | -39.2% | +37.9% | +6.6% |
| 6M | +70.1% | -33.0% | +103.1% | +79.0% |
| YTD | +77.9% | +22.3% | +55.6% | +68.8% |
| 1Y | +68.1% | +42.7% | +25.4% | +55.1% |
| All | +68.1% | +40.1% | +28.0% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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