-5.4%
RKT vs NCLH
-30.1%
+24.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -9.0% | +0.2% | -9.2% | -9.0% |
| 30D | +30.2% | +20.8% | +9.4% | +21.3% |
| 3M | -8.8% | -8.1% | -0.7% | -6.5% |
| 6M | -0.9% | +11.8% | -12.8% | -4.7% |
| YTD | -29.2% | -19.5% | -9.6% | -24.9% |
| 1Y | -20.1% | -3.2% | -16.8% | -20.5% |
| 3Y | +81.3% | +37.1% | +44.2% | +48.0% |
| All | -5.4% | -30.1% | +24.7% | -12.5% |
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