-12.5%
AMT vs LUNR
+34.7%
-47.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +1.5% | +24.2% | -22.7% | +1.8% |
| 30D | +6.8% | +18.0% | -11.1% | +7.1% |
| 3M | +11.2% | -26.0% | +37.2% | +11.1% |
| 6M | +12.5% | -63.6% | +76.0% | +11.8% |
| YTD | +12.5% | -19.9% | +32.4% | +12.9% |
| 1Y | +10.1% | +50.1% | -40.0% | +11.3% |
| 3Y | +16.0% | +374.5% | -358.4% | +19.8% |
| All | -12.5% | +34.7% | -47.2% | -7.3% |
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