-41.5%
NCLH vs AR
+21.2%
-62.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -4.6% | -1.2% | -3.4% | -5.0% |
| 30D | -19.9% | +5.5% | -25.5% | -18.4% |
| 3M | -22.0% | +12.9% | -34.8% | -18.1% |
| 6M | -28.3% | +0.1% | -28.4% | -27.0% |
| YTD | -33.5% | +13.5% | -47.0% | -31.4% |
| 1Y | -41.5% | +21.6% | -63.0% | -40.4% |
| All | -41.5% | +21.2% | -62.6% | -40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling