-56.3%
NCLH vs AXON
+1,027.4%
-1,083.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.1% |
| 7D | +1.7% | -19.7% | +21.4% | +8.9% |
| 30D | +17.9% | -25.7% | +43.6% | +29.8% |
| 3M | -4.5% | -48.8% | +44.3% | +19.4% |
| 6M | +12.9% | -22.0% | +34.9% | +17.8% |
| YTD | -19.1% | -45.9% | +26.8% | -5.9% |
| 1Y | -4.6% | -46.1% | +41.4% | +11.1% |
| 3Y | +37.0% | +40.9% | -3.9% | -1.3% |
| 5Y | -29.5% | +80.2% | -109.8% | -57.2% |
| All | -56.3% | +1,027.4% | -1,083.7% | -84.8% |
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