+84.5%
AAPL vs LUNR
+234.6%
-150.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.7% | +3.6% |
| 7D | -0.5% | -0.5% | 0.0% | -0.5% |
| 30D | +7.1% | -11.3% | +18.4% | +7.4% |
| 3M | +12.1% | -44.9% | +57.0% | +14.1% |
| 6M | +25.4% | -17.3% | +42.7% | +25.3% |
| YTD | +20.5% | -9.9% | +30.4% | +19.3% |
| 1Y | +44.5% | +76.1% | -31.6% | +38.9% |
| All | +84.5% | +234.6% | -150.0% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling