+169.1%
NTAP vs MKSI
+190.8%
-21.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.1% | +6.5% | +8.0% |
| 7D | +7.4% | +2.7% | +4.7% | +6.6% |
| 30D | -1.4% | -12.8% | +11.4% | +2.3% |
| 3M | +24.6% | -22.5% | +47.1% | +30.8% |
| 6M | +105.9% | +19.4% | +86.5% | +86.1% |
| YTD | +88.5% | +67.7% | +20.8% | +50.2% |
| 1Y | +62.1% | +131.4% | -69.3% | +13.8% |
| 3Y | +169.1% | +197.3% | -28.3% | +54.6% |
| All | +169.1% | +190.8% | -21.8% | +54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling