-58.0%
NCLH vs AON
+204.8%
-262.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.9% |
| 7D | -4.8% | -6.3% | +1.5% | -0.4% |
| 30D | -21.7% | -14.1% | -7.6% | -13.2% |
| 3M | -22.2% | -9.5% | -12.8% | -17.5% |
| 6M | -27.5% | -4.0% | -23.5% | -27.5% |
| YTD | -33.6% | -13.8% | -19.8% | -28.5% |
| 1Y | -45.0% | -18.3% | -26.7% | -38.4% |
| 3Y | -11.0% | -7.2% | -3.9% | -13.4% |
| 5Y | -39.7% | +7.3% | -47.1% | -49.8% |
| All | -58.0% | +204.8% | -262.7% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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