+18,003.8%
NTAP vs RY
+11,328.2%
+6,675.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.9% | -6.9% | -8.0% |
| 7D | -22.5% | -1.1% | -21.4% | -21.9% |
| 30D | -25.7% | +4.4% | -30.1% | -27.6% |
| 3M | -9.0% | -2.9% | -6.1% | -7.4% |
| 6M | +49.2% | +15.6% | +33.6% | +36.3% |
| YTD | +60.6% | +21.8% | +38.8% | +41.9% |
| 1Y | +48.7% | +42.6% | +6.1% | +19.4% |
| 3Y | +135.6% | +160.9% | -25.3% | +30.1% |
| 5Y | +107.8% | +126.1% | -18.3% | +24.4% |
| 10Y | +609.4% | +371.7% | +237.7% | +176.0% |
| All | +18,003.8% | +11,328.2% | +6,675.7% | +1,322.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling