+85.5%
KRE vs NCLH
-12.2%
+97.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.0% |
| 7D | -1.4% | -6.5% | +5.1% | +0.3% |
| 30D | -3.9% | -22.1% | +18.2% | +2.4% |
| 3M | +3.6% | -18.7% | +22.3% | +8.5% |
| 6M | +15.4% | -28.4% | +43.8% | +23.7% |
| YTD | +15.2% | -34.7% | +49.9% | +25.0% |
| 1Y | +16.5% | -42.7% | +59.2% | +30.3% |
| All | +85.5% | -12.2% | +97.7% | +69.0% |
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 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