+27.7%
BKR vs NCLH
-42.7%
+70.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -7.0% | -4.8% | -2.2% | -6.7% |
| 30D | -8.1% | -21.7% | +13.5% | -7.0% |
| 3M | -6.6% | -22.2% | +15.6% | -5.7% |
| 6M | +0.9% | -27.5% | +28.4% | +2.1% |
| YTD | +31.1% | -33.6% | +64.7% | +32.7% |
| 1Y | +27.7% | -45.0% | +72.7% | +37.7% |
| All | +27.7% | -42.7% | +70.4% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling