-41.2%
NCLH vs AON
+513.9%
-555.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.6% |
| 7D | -6.5% | -5.9% | -0.7% | -2.7% |
| 30D | -22.1% | -13.7% | -8.4% | -14.4% |
| 3M | -18.7% | -8.3% | -10.4% | -14.7% |
| 6M | -28.4% | -3.6% | -24.8% | -28.4% |
| YTD | -34.7% | -12.4% | -22.4% | -30.7% |
| 1Y | -42.7% | -14.6% | -28.1% | -38.1% |
| 3Y | -10.6% | -5.7% | -4.9% | -13.3% |
| 5Y | -40.7% | +9.1% | -49.9% | -49.8% |
| 10Y | -57.8% | +208.7% | -266.5% | -81.7% |
| All | -41.2% | +513.9% | -555.1% | -77.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling