+13.5%
NCLH vs AXON
-20.0%
+33.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.6% | +0.8% |
| 7D | +1.2% | -25.6% | +26.8% | +7.6% |
| 30D | +22.6% | -23.9% | +46.5% | +29.8% |
| 3M | +0.6% | -50.4% | +51.1% | +15.6% |
| 6M | +13.5% | -20.0% | +33.5% | +19.2% |
| All | +13.5% | -20.0% | +33.5% | +19.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling