-37.0%
NCLH vs AXON
+177.9%
-214.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.5% |
| 7D | -0.3% | -2.5% | +2.2% | +0.5% |
| 30D | -20.1% | -11.5% | -8.6% | -17.1% |
| 3M | -17.0% | +7.3% | -24.3% | -21.1% |
| 6M | -23.2% | -11.9% | -11.3% | -22.5% |
| YTD | -31.0% | -11.0% | -20.0% | -31.9% |
| 1Y | -37.3% | -31.8% | -5.5% | -31.7% |
| 3Y | -5.6% | +135.4% | -141.0% | -48.2% |
| 5Y | -37.0% | +176.9% | -213.8% | -76.6% |
| All | -37.0% | +177.9% | -214.9% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling