-3.2%
NCLH vs AME
+24.0%
-27.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.9% |
| 7D | +0.2% | +5.9% | -5.7% | -4.2% |
| 30D | +20.8% | -1.9% | +22.7% | +21.9% |
| 3M | -8.1% | -5.4% | -2.8% | -4.0% |
| 6M | +11.8% | +4.9% | +6.9% | +3.8% |
| YTD | -19.5% | +18.5% | -38.0% | -37.2% |
| 1Y | -3.2% | +25.5% | -28.7% | -30.3% |
| All | -3.2% | +24.0% | -27.2% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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