-1.0%
NCLH vs KMI
+26.0%
-27.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.1% | +10.9% | +4.7% |
| 7D | +15.8% | -5.2% | +21.1% | +12.9% |
| 30D | +25.1% | +1.2% | +23.8% | +26.0% |
| 3M | -7.3% | +1.3% | -8.7% | -6.2% |
| 6M | +8.1% | -1.1% | +9.3% | +7.7% |
| YTD | -16.7% | +19.0% | -35.6% | -12.1% |
| 1Y | -1.0% | +26.6% | -27.6% | -0.1% |
| All | -1.0% | +26.0% | -27.0% | -0.1% |
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