-11.4%
RKT vs NCLH
-40.4%
+29.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | -6.3% | -4.8% | -1.4% | -4.6% |
| 30D | -6.2% | -21.7% | +15.5% | +2.3% |
| 3M | -1.9% | -22.2% | +20.4% | +7.4% |
| 6M | -13.0% | -27.5% | +14.5% | -2.7% |
| YTD | -31.9% | -33.6% | +1.7% | -22.4% |
| 1Y | -37.6% | -45.0% | +7.4% | -25.0% |
| 3Y | +36.8% | -11.0% | +47.9% | +30.6% |
| All | -11.4% | -40.4% | +29.0% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling