-39.2%
NCLH vs KMI
+21.6%
-60.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.4% |
| 7D | -6.5% | -0.5% | -6.0% | -6.6% |
| 30D | -23.3% | +0.9% | -24.2% | -22.8% |
| 3M | -18.6% | 0.0% | -18.6% | -18.3% |
| 6M | -26.2% | -5.7% | -20.5% | -27.3% |
| YTD | -30.2% | +17.5% | -47.7% | -32.5% |
| 1Y | -39.2% | +22.3% | -61.4% | -43.5% |
| All | -39.2% | +21.6% | -60.7% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling