+51.0%
NTAP vs RY
+40.6%
+10.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.6% |
| 7D | -15.1% | -0.9% | -14.2% | -14.4% |
| 30D | -28.1% | +5.9% | -33.9% | -29.6% |
| 3M | -11.4% | -4.3% | -7.2% | -8.7% |
| 6M | +52.2% | +12.1% | +40.1% | +44.5% |
| YTD | +60.4% | +20.3% | +40.2% | +45.8% |
| 1Y | +51.0% | +41.0% | +10.0% | +18.8% |
| All | +51.0% | +40.6% | +10.4% | +18.8% |
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