+288.5%
APH vs NCLH
+38.1%
+250.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.8% | +5.4% | +7.6% |
| 7D | +1.1% | +2.7% | -1.6% | +0.4% |
| 30D | -7.5% | +18.4% | -25.9% | -11.1% |
| 3M | -4.4% | -4.3% | -0.2% | -4.0% |
| 6M | +26.5% | +7.9% | +18.6% | +22.3% |
| YTD | +20.0% | -17.4% | +37.5% | +22.1% |
| 1Y | +16.9% | -3.4% | +20.2% | +14.5% |
| 3Y | +288.5% | +44.4% | +244.1% | +249.3% |
| All | +288.5% | +38.1% | +250.4% | +249.3% |
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