-10.9%
NCLH vs APA
+12.6%
-23.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.0% | -6.5% | -3.8% |
| 7D | -4.6% | +0.3% | -4.9% | -4.7% |
| 30D | -19.9% | +9.3% | -29.3% | -20.8% |
| 3M | -22.0% | +23.3% | -45.3% | -24.2% |
| 6M | -28.3% | +39.5% | -67.8% | -34.5% |
| YTD | -33.5% | +87.6% | -121.1% | -44.8% |
| 1Y | -41.5% | +114.2% | -155.7% | -54.2% |
| All | -10.9% | +12.6% | -23.5% | -29.3% |
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