-1.8%
NCLH vs AMIX
-91.4%
+89.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.0% | -16.0% | +18.0% | +2.1% |
| 30D | +19.1% | -55.4% | +74.5% | +19.5% |
| 3M | -7.5% | -87.5% | +80.0% | -6.6% |
| 6M | +1.0% | -81.2% | +82.2% | +2.2% |
| YTD | -19.7% | -86.8% | +67.1% | -20.4% |
| 1Y | -1.8% | -91.6% | +89.8% | -4.3% |
| All | -1.8% | -91.4% | +89.6% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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