+483.7%
APLD vs NCLH
-25.3%
+509.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +8.0% |
| 7D | +16.6% | -0.3% | +16.8% | +16.7% |
| 30D | -3.1% | -20.1% | +16.9% | +8.6% |
| 3M | -30.9% | -17.0% | -13.8% | -25.3% |
| 6M | +12.6% | -23.2% | +35.9% | +27.4% |
| YTD | +15.5% | -31.0% | +46.5% | +35.0% |
| 1Y | +103.5% | -37.3% | +140.8% | +145.4% |
| 3Y | +446.5% | -5.6% | +452.1% | +379.3% |
| All | +483.7% | -25.3% | +509.0% | +553.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling