-4.6%
NCLH vs KWEB
-33.1%
+28.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -5.3% |
| 7D | -2.5% | +8.6% | -11.2% | -6.0% |
| 30D | +14.5% | +0.9% | +13.6% | +13.9% |
| 3M | -12.5% | -13.2% | +0.7% | -6.6% |
| 6M | +4.8% | -13.2% | +18.1% | +12.2% |
| YTD | -20.4% | -27.3% | +6.9% | -5.8% |
| 1Y | -4.6% | -33.2% | +28.7% | +14.0% |
| All | -4.6% | -33.1% | +28.5% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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