+957.8%
AAOI vs NCLH
-53.1%
+1,010.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.4% |
| 7D | -0.2% | -4.8% | +4.7% | +1.6% |
| 30D | -23.7% | -21.7% | -2.0% | -17.2% |
| 3M | -39.0% | -22.2% | -16.8% | -34.3% |
| 6M | -17.0% | -27.5% | +10.5% | -9.1% |
| YTD | +202.2% | -33.6% | +235.8% | +231.0% |
| 1Y | +292.4% | -45.0% | +337.4% | +360.0% |
| 3Y | +804.4% | -11.0% | +815.4% | +817.3% |
| 5Y | +1,318.0% | -39.7% | +1,357.8% | +1,393.3% |
| 10Y | +436.7% | -57.0% | +493.8% | +408.2% |
| All | +957.8% | -53.1% | +1,010.9% | +812.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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