-5.6%
NCLH vs BAM
+57.7%
-63.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.3% | +1.5% |
| 7D | -0.3% | -1.6% | +1.3% | +0.9% |
| 30D | -20.1% | -6.0% | -14.1% | -16.2% |
| 3M | -17.0% | +7.3% | -24.4% | -22.0% |
| 6M | -23.2% | +8.2% | -31.5% | -28.2% |
| YTD | -31.0% | -3.8% | -27.2% | -29.9% |
| 1Y | -37.3% | -10.7% | -26.5% | -33.0% |
| 3Y | -5.6% | +55.3% | -60.9% | -33.2% |
| All | -5.6% | +57.7% | -63.3% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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