+1,062.4%
APH vs NCLH
-56.8%
+1,119.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | +0.1% |
| 7D | +1.6% | -4.6% | +6.2% | +2.5% |
| 30D | -3.0% | -19.9% | +17.0% | +1.0% |
| 3M | +5.7% | -22.0% | +27.7% | +10.0% |
| 6M | +20.0% | -28.3% | +48.3% | +26.2% |
| YTD | +20.8% | -33.5% | +54.3% | +28.2% |
| 1Y | +40.2% | -41.5% | +81.7% | +51.6% |
| 3Y | +288.1% | -8.9% | +297.0% | +273.8% |
| 5Y | +352.5% | -40.5% | +393.0% | +343.3% |
| 10Y | +1,062.4% | -57.0% | +1,119.4% | +1,017.7% |
| All | +1,062.4% | -56.8% | +1,119.3% | +1,017.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling