+22.5%
KORU vs NCLH
-8.8%
+31.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.8% | -12.0% | -9.5% |
| 7D | -24.3% | +15.8% | -40.1% | -32.5% |
| 30D | -54.2% | +25.1% | -79.3% | -61.4% |
| 3M | -45.4% | -7.3% | -38.1% | -42.8% |
| 6M | -66.5% | +8.1% | -74.6% | -70.5% |
| YTD | +14.9% | -16.7% | +31.6% | +18.0% |
| 1Y | +22.5% | -1.0% | +23.5% | +24.0% |
| All | +22.5% | -8.8% | +31.4% | +24.0% |
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