-25.7%
NCLH vs AXON
+3,104.9%
-3,130.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +6.0% | +3.8% |
| 7D | +2.7% | -28.7% | +31.5% | +12.7% |
| 30D | +18.4% | -28.3% | +46.7% | +29.7% |
| 3M | -4.3% | -46.9% | +42.6% | +13.9% |
| 6M | +7.9% | -24.9% | +32.8% | +13.6% |
| YTD | -17.4% | -46.6% | +29.2% | -5.7% |
| 1Y | -3.4% | -49.7% | +46.3% | +12.4% |
| 3Y | +44.4% | +40.6% | +3.9% | +14.7% |
| 5Y | -33.7% | +71.9% | -105.6% | -52.6% |
| 10Y | -48.1% | +1,180.9% | -1,229.0% | -76.3% |
| All | -25.7% | +3,104.9% | -3,130.5% | -69.6% |
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 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