-1.0%
NCLH vs MKSI
+40.1%
-41.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.0% | +11.8% | +7.6% |
| 7D | +15.8% | -10.7% | +26.5% | +17.9% |
| 30D | +25.1% | -30.5% | +55.6% | +32.9% |
| 3M | -7.3% | -39.2% | +31.8% | +0.5% |
| 6M | +8.1% | -33.0% | +41.2% | +11.5% |
| YTD | -16.7% | +22.3% | -39.0% | -22.3% |
| 1Y | -1.0% | +42.7% | -43.7% | -8.2% |
| All | -1.0% | +40.1% | -41.1% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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