-10.9%
NCLH vs APO
+54.4%
-65.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.2% |
| 7D | -4.6% | -1.0% | -3.6% | -4.1% |
| 30D | -19.9% | -0.4% | -19.6% | -19.8% |
| 3M | -22.0% | -0.9% | -21.1% | -22.1% |
| 6M | -28.3% | +22.1% | -50.4% | -36.9% |
| YTD | -33.5% | -8.4% | -25.1% | -31.0% |
| 1Y | -41.5% | -0.9% | -40.5% | -42.8% |
| All | -10.9% | +54.4% | -65.3% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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