+12.9%
NCLH vs KMB
+14.3%
-1.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.1% |
| 7D | +1.7% | -3.0% | +4.6% | +3.4% |
| 30D | +17.9% | +9.1% | +8.8% | +12.3% |
| 3M | -4.5% | -0.4% | -4.1% | -4.4% |
| 6M | +12.9% | +13.0% | -0.1% | +12.2% |
| All | +12.9% | +14.3% | -1.4% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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