+77.6%
AEP vs LUNR
+54.8%
+22.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.6% |
| 7D | +0.9% | +0.5% | +0.4% | +0.9% |
| 30D | +1.5% | -5.3% | +6.8% | +1.5% |
| 3M | -1.7% | -45.6% | +43.9% | -1.8% |
| 6M | -4.0% | -17.4% | +13.3% | -4.0% |
| YTD | +10.6% | -7.9% | +18.5% | +10.6% |
| 1Y | +18.6% | +77.6% | -59.0% | +18.7% |
| 3Y | +78.7% | +247.4% | -168.7% | +78.4% |
| All | +77.6% | +54.8% | +22.8% | +78.9% |
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 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