-28.3%
NCLH vs APTV
-37.3%
+9.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -2.7% |
| 7D | -4.6% | -1.2% | -3.5% | -4.3% |
| 30D | -19.9% | -10.6% | -9.3% | -17.1% |
| 3M | -22.0% | -35.0% | +13.0% | -9.4% |
| 6M | -28.3% | -38.9% | +10.6% | -18.8% |
| All | -28.3% | -37.3% | +9.0% | -18.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling