+33.9%
AAPL vs LUNR
+75.3%
-41.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.5% |
| 7D | +0.1% | -3.6% | +3.7% | +0.2% |
| 30D | +3.0% | +5.9% | -2.9% | +2.6% |
| 3M | +2.9% | -56.0% | +58.9% | +5.5% |
| 6M | +22.1% | -20.5% | +42.6% | +23.0% |
| YTD | +18.0% | -8.7% | +26.8% | +17.8% |
| 1Y | +33.9% | +75.9% | -42.0% | +11.8% |
| All | +33.9% | +75.3% | -41.3% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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