+6.4%
KDP vs NCLH
-6.4%
+12.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | -0.1% |
| 7D | +2.1% | -0.3% | +2.3% | +2.1% |
| 30D | +8.5% | -20.1% | +28.5% | +9.4% |
| 3M | +6.6% | -17.0% | +23.6% | +7.4% |
| 6M | +17.1% | -23.2% | +40.3% | +18.1% |
| YTD | +19.0% | -31.0% | +50.1% | +20.3% |
| 1Y | +21.8% | -37.3% | +59.0% | +23.3% |
| 3Y | +6.4% | -5.6% | +12.0% | +3.6% |
| All | +6.4% | -6.4% | +12.8% | +3.6% |
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