-37.2%
NCLH vs AXON
+5,351.1%
-5,388.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | +1.1% |
| 7D | -6.5% | -14.2% | +7.7% | -2.3% |
| 30D | -23.3% | -15.4% | -7.9% | -20.1% |
| 3M | -18.6% | +0.5% | -19.1% | -20.3% |
| 6M | -26.2% | -9.5% | -16.7% | -26.2% |
| YTD | -30.2% | -9.2% | -21.0% | -31.3% |
| 1Y | -39.2% | -29.4% | -9.8% | -35.6% |
| 3Y | -5.1% | +139.4% | -144.5% | -35.1% |
| 5Y | -36.8% | +178.9% | -215.7% | -60.6% |
| 10Y | -56.3% | +1,840.8% | -1,897.1% | -82.6% |
| All | -37.2% | +5,351.1% | -5,388.2% | -77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling