+851.5%
KKR vs NCLH
-40.8%
+892.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +2.0% | -0.6% |
| 7D | -2.2% | -4.6% | +2.4% | -0.9% |
| 30D | +0.3% | -19.9% | +20.2% | +6.7% |
| 3M | +8.8% | -22.0% | +30.8% | +15.8% |
| 6M | +14.9% | -28.3% | +43.2% | +24.1% |
| YTD | -17.9% | -33.5% | +15.6% | -10.4% |
| 1Y | -23.7% | -41.5% | +17.8% | -14.2% |
| 3Y | +69.1% | -8.9% | +78.0% | +61.5% |
| 5Y | +72.6% | -40.5% | +113.0% | +71.8% |
| 10Y | +728.2% | -57.0% | +785.2% | +622.6% |
| All | +851.5% | -40.8% | +892.3% | +648.6% |
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 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