+22.6%
KDP vs NCLH
-29.7%
+52.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.7% |
| 7D | +4.0% | +1.2% | +2.8% | +3.9% |
| 30D | +16.8% | +22.6% | -5.8% | +15.5% |
| 3M | +32.0% | +0.6% | +31.4% | +31.8% |
| 6M | +35.2% | +13.5% | +21.6% | +34.0% |
| YTD | +40.9% | -15.7% | +56.6% | +41.2% |
| 1Y | +47.7% | 0.0% | +47.7% | +46.6% |
| 3Y | +34.8% | +42.8% | -8.0% | +28.6% |
| 5Y | +22.6% | -28.4% | +51.1% | +21.4% |
| All | +22.6% | -29.7% | +52.4% | +21.4% |
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