-7.6%
NCLH vs VIK
+225.3%
-233.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.4% | -0.1% | -0.5% |
| 7D | -4.6% | -0.8% | -3.8% | -4.0% |
| 30D | -19.9% | -18.0% | -1.9% | -5.6% |
| 3M | -22.0% | -5.8% | -16.2% | -18.5% |
| 6M | -28.3% | +17.2% | -45.5% | -38.8% |
| YTD | -33.5% | +19.1% | -52.6% | -43.8% |
| 1Y | -41.5% | +33.6% | -75.1% | -55.1% |
| All | -7.6% | +225.3% | -233.0% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 all: compounded portfolio wealth divided by compounded VIK 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…
all analysis · Full analysis span regression · 6 months rolling