+7.8%
NCLH vs KVUE
-20.4%
+28.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -4.8% | -5.1% | +0.3% | -3.9% |
| 30D | -21.7% | -6.3% | -15.3% | -20.7% |
| 3M | -22.2% | -0.5% | -21.7% | -22.0% |
| 6M | -27.5% | +3.1% | -30.6% | -27.7% |
| YTD | -33.6% | +6.7% | -40.3% | -34.0% |
| 1Y | -45.0% | -1.1% | -43.9% | -44.9% |
| 3Y | -11.0% | -8.7% | -2.3% | -11.2% |
| All | +7.8% | -20.4% | +28.2% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling