+68.1%
NTAP vs RY
+46.4%
+21.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.7% | -3.0% |
| 7D | -16.1% | +2.5% | -18.5% | -17.0% |
| 30D | -15.9% | +8.4% | -24.4% | -19.1% |
| 3M | -1.2% | +1.2% | -2.5% | -1.4% |
| 6M | +70.1% | +19.4% | +50.7% | +55.6% |
| YTD | +77.9% | +25.4% | +52.5% | +57.8% |
| 1Y | +68.1% | +46.7% | +21.4% | +29.3% |
| All | +68.1% | +46.4% | +21.7% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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