+110.3%
AAPL vs LUNR
+54.8%
+55.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | -0.2% |
| 7D | -3.0% | +0.5% | -3.5% | -3.0% |
| 30D | +2.3% | -5.3% | +7.6% | +2.3% |
| 3M | +8.6% | -45.6% | +54.2% | +9.1% |
| 6M | +21.6% | -17.4% | +38.9% | +21.6% |
| YTD | +16.3% | -7.9% | +24.3% | +16.1% |
| 1Y | +35.1% | +77.6% | -42.6% | +34.1% |
| 3Y | +79.4% | +247.4% | -168.1% | +77.9% |
| All | +110.3% | +54.8% | +55.5% | +105.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling