+601.1%
KDP vs NCLH
-28.4%
+629.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.6% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | +9.7% | +20.8% | -11.1% | +8.4% |
| 3M | +17.6% | -8.1% | +25.8% | +18.1% |
| 6M | +25.8% | +11.8% | +13.9% | +24.6% |
| YTD | +33.9% | -19.5% | +53.4% | +34.7% |
| 1Y | +38.9% | -3.2% | +42.1% | +38.0% |
| 3Y | +26.8% | +37.1% | -10.3% | +20.8% |
| 5Y | +16.3% | -29.9% | +46.3% | +13.0% |
| 10Y | +248.1% | -53.3% | +301.4% | +215.6% |
| All | +601.1% | -28.4% | +629.5% | +535.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling