-11.0%
NCLH vs APTV
-55.4%
+44.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | -4.8% | -5.0% | +0.2% | -2.6% |
| 30D | -21.7% | -6.1% | -15.6% | -19.4% |
| 3M | -22.2% | -33.0% | +10.7% | -7.1% |
| 6M | -27.5% | -35.2% | +7.7% | -13.2% |
| YTD | -33.6% | -40.1% | +6.5% | -17.6% |
| 1Y | -45.0% | -45.6% | +0.6% | -28.4% |
| 3Y | -11.0% | -54.4% | +43.3% | +17.8% |
| All | -11.0% | -55.4% | +44.4% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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