-5.6%
NCLH vs AXON
+141.6%
-147.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | +0.9% |
| 7D | -6.5% | -14.2% | +7.7% | -3.1% |
| 30D | -23.3% | -15.4% | -7.9% | -20.6% |
| 3M | -18.6% | +0.5% | -19.1% | -20.0% |
| 6M | -26.2% | -9.5% | -16.7% | -26.3% |
| YTD | -30.2% | -9.2% | -21.0% | -31.0% |
| 1Y | -39.2% | -29.4% | -9.8% | -36.0% |
| All | -5.6% | +141.6% | -147.2% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling