+291.1%
APH vs NCLH
-5.2%
+296.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +5.0% | -6.5% | +11.4% | +6.4% |
| 30D | -3.9% | -23.3% | +19.4% | +1.7% |
| 3M | +13.0% | -18.6% | +31.6% | +17.1% |
| 6M | +25.2% | -26.2% | +51.4% | +31.7% |
| YTD | +22.9% | -30.2% | +53.2% | +30.2% |
| 1Y | +47.8% | -39.2% | +87.0% | +60.3% |
| All | +291.1% | -5.2% | +296.2% | +271.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling