-51.0%
NCLH vs AXON
+1,109.0%
-1,160.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.6% | +0.2% |
| 7D | +1.2% | -25.6% | +26.8% | +11.3% |
| 30D | +22.6% | -23.9% | +46.5% | +33.9% |
| 3M | +0.6% | -50.4% | +51.1% | +27.3% |
| 6M | +13.5% | -20.0% | +33.5% | +17.4% |
| YTD | -15.7% | -44.5% | +28.8% | -2.9% |
| 1Y | 0.0% | -44.9% | +44.9% | +15.6% |
| 3Y | +42.8% | +44.7% | -1.9% | +1.8% |
| 5Y | -28.4% | +86.7% | -115.1% | -57.1% |
| 10Y | -51.0% | +1,060.5% | -1,111.5% | -83.0% |
| All | -51.0% | +1,109.0% | -1,160.0% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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