-56.6%
NCLH vs AR
+57.4%
-113.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | +0.2% | +7.4% | -7.1% | -1.7% |
| 30D | +20.8% | +5.8% | +15.0% | +18.3% |
| 3M | -8.1% | +5.2% | -13.3% | -10.3% |
| 6M | +11.8% | +5.4% | +6.4% | +8.0% |
| YTD | -19.5% | +12.4% | -32.0% | -25.3% |
| 1Y | -3.2% | +12.8% | -16.0% | -10.6% |
| 3Y | +37.1% | +47.2% | -10.1% | +13.0% |
| 5Y | -29.9% | +101.1% | -131.1% | -51.1% |
| All | -56.6% | +57.4% | -113.9% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling