+590.2%
NTAP vs RBA
+182.6%
+407.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.5% |
| 7D | +3.3% | -1.1% | +4.3% | +3.6% |
| 30D | -0.2% | -13.2% | +13.0% | +3.9% |
| 3M | +11.4% | -21.4% | +32.7% | +18.6% |
| 6M | +88.7% | -20.9% | +109.5% | +100.1% |
| YTD | +78.9% | -19.9% | +98.8% | +88.9% |
| 1Y | +58.8% | -28.7% | +87.5% | +73.4% |
| 3Y | +153.5% | +27.4% | +126.1% | +131.3% |
| 5Y | +136.7% | +41.7% | +95.0% | +103.5% |
| 10Y | +590.2% | +189.6% | +400.6% | +313.9% |
| All | +590.2% | +182.6% | +407.6% | +313.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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