+131.4%
NTAP vs RY
+125.1%
+6.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.9% |
| 7D | +9.9% | -0.5% | +10.4% | +10.3% |
| 30D | -22.1% | +4.7% | -26.9% | -24.3% |
| 3M | -7.7% | -4.5% | -3.2% | -4.9% |
| 6M | +60.9% | +12.5% | +48.4% | +48.8% |
| YTD | +76.4% | +21.1% | +55.3% | +55.1% |
| 1Y | +69.3% | +38.6% | +30.7% | +36.1% |
| 3Y | +154.6% | +160.2% | -5.5% | +32.0% |
| 5Y | +131.4% | +124.7% | +6.7% | +33.0% |
| All | +131.4% | +125.1% | +6.3% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling