-57.0%
NCLH vs AMC
-99.0%
+42.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.9% | +0.4% | -3.1% |
| 7D | -4.6% | -6.8% | +2.2% | -4.0% |
| 30D | -19.9% | +1.7% | -21.6% | -20.1% |
| 3M | -22.0% | +26.8% | -48.8% | -24.7% |
| 6M | -28.3% | +117.7% | -146.0% | -34.8% |
| YTD | -33.5% | +57.7% | -91.2% | -37.8% |
| 1Y | -41.5% | -12.5% | -29.0% | -42.3% |
| 3Y | -8.9% | -65.7% | +56.8% | -7.7% |
| 5Y | -40.5% | -99.5% | +59.0% | -19.9% |
| 10Y | -57.0% | -99.0% | +42.0% | -66.4% |
| All | -57.0% | -99.0% | +42.0% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling