+68.4%
NTAP vs RY
+41.1%
+27.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +3.7% |
| 7D | -2.4% | -3.0% | +0.6% | -0.6% |
| 30D | -23.4% | +6.3% | -29.7% | -25.3% |
| 3M | -7.5% | -2.6% | -4.9% | -5.5% |
| 6M | +56.4% | +13.9% | +42.4% | +46.9% |
| YTD | +73.6% | +21.7% | +51.9% | +56.5% |
| 1Y | +68.4% | +40.4% | +27.9% | +32.7% |
| All | +68.4% | +41.1% | +27.3% | +32.7% |
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