+37.1%
NCLH vs APA
+45.9%
-8.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | +0.2% | +8.5% | -8.3% | -0.5% |
| 30D | +20.8% | +2.8% | +18.0% | +20.2% |
| 3M | -8.1% | +21.7% | -29.8% | -10.4% |
| 6M | +11.8% | +32.6% | -20.8% | +7.1% |
| YTD | -19.5% | +103.7% | -123.2% | -34.4% |
| 1Y | -3.2% | +101.8% | -105.0% | -21.1% |
| 3Y | +37.1% | +48.1% | -11.0% | +5.9% |
| All | +37.1% | +45.9% | -8.8% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 3y: compounded portfolio wealth divided by compounded APA 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…
3y analysis · Full analysis span regression · 6 months rolling