-45.0%
NCLH vs KMI
+17.6%
-62.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.6% |
| 7D | -4.8% | -1.7% | -3.1% | -5.4% |
| 30D | -21.7% | -2.7% | -18.9% | -22.4% |
| 3M | -22.2% | -0.7% | -21.6% | -22.1% |
| 6M | -27.5% | -5.0% | -22.6% | -28.8% |
| YTD | -33.6% | +15.5% | -49.1% | -35.7% |
| 1Y | -45.0% | +16.4% | -61.4% | -48.0% |
| All | -45.0% | +17.6% | -62.6% | -48.0% |
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