-40.7%
NCLH vs AR
+141.3%
-182.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -6.5% | -1.3% | -5.2% | -6.3% |
| 30D | -22.1% | +3.5% | -25.6% | -22.7% |
| 3M | -18.7% | +9.9% | -28.6% | -20.7% |
| 6M | -28.4% | +4.5% | -32.9% | -30.2% |
| YTD | -34.7% | +13.7% | -48.4% | -38.2% |
| 1Y | -42.7% | +19.2% | -61.9% | -46.9% |
| 3Y | -10.6% | +46.2% | -56.8% | -23.1% |
| 5Y | -40.7% | +145.9% | -186.6% | -54.0% |
| All | -40.7% | +141.3% | -182.1% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling