+18.7%
AEM vs LUNR
-9.9%
+28.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -5.2% | +14.9% | +10.4% |
| 7D | +0.2% | -14.3% | +14.5% | +2.4% |
| 30D | +0.1% | -30.5% | +30.6% | +5.2% |
| 3M | +22.1% | -28.9% | +50.9% | +27.2% |
| 6M | +2.4% | -60.8% | +63.3% | +13.4% |
| YTD | +8.9% | -38.8% | +47.7% | +11.0% |
| 1Y | +18.7% | -4.5% | +23.2% | +13.6% |
| All | +18.7% | -9.9% | +28.5% | +13.6% |
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