+75.7%
AEP vs LUNR
+48.7%
+27.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | -0.1% |
| 7D | -0.9% | -3.1% | +2.2% | -0.9% |
| 30D | -1.1% | -15.3% | +14.3% | -1.1% |
| 3M | -3.3% | -53.2% | +49.9% | -3.4% |
| 6M | -4.6% | -22.2% | +17.6% | -4.6% |
| YTD | +9.4% | -11.6% | +21.0% | +9.4% |
| 1Y | +16.9% | +68.4% | -51.5% | +17.0% |
| 3Y | +76.6% | +216.8% | -140.1% | +76.3% |
| All | +75.7% | +48.7% | +27.0% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling