+625.8%
NTAP vs MKSI
+524.1%
+101.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.1% | +6.5% | +7.8% |
| 7D | +7.4% | +2.7% | +4.7% | +6.4% |
| 30D | -1.4% | -12.8% | +11.4% | +3.3% |
| 3M | +24.6% | -22.5% | +47.1% | +32.3% |
| 6M | +105.9% | +19.4% | +86.5% | +83.4% |
| YTD | +88.5% | +67.7% | +20.8% | +45.6% |
| 1Y | +62.1% | +131.4% | -69.3% | +8.9% |
| 3Y | +169.1% | +197.3% | -28.3% | +51.3% |
| 5Y | +141.9% | +87.0% | +54.9% | +55.7% |
| All | +625.8% | +524.1% | +101.7% | +135.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling