+36.9%
RKT vs NCLH
-12.2%
+49.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.1% |
| 7D | -7.2% | -6.5% | -0.7% | -4.9% |
| 30D | -7.9% | -22.1% | +14.2% | +1.0% |
| 3M | +5.2% | -18.7% | +23.9% | +13.9% |
| 6M | -14.9% | -28.4% | +13.5% | -4.3% |
| YTD | -31.9% | -34.7% | +2.9% | -21.8% |
| 1Y | -36.9% | -42.7% | +5.8% | -25.3% |
| All | +36.9% | -12.2% | +49.1% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 3y: compounded portfolio wealth divided by compounded NCLH 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…
3y analysis · Full analysis span regression · 6 months rolling