+6.7%
AMZN vs LUNR
-9.9%
+16.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.2% | +11.4% | +6.4% |
| 7D | +4.5% | -14.3% | +18.8% | +5.3% |
| 30D | +5.8% | -30.5% | +36.3% | +7.8% |
| 3M | -4.1% | -28.9% | +24.8% | -2.8% |
| 6M | -2.2% | -60.8% | +58.6% | +2.3% |
| YTD | +15.3% | -38.8% | +54.1% | +18.1% |
| 1Y | +6.7% | -4.5% | +11.2% | +6.4% |
| All | +6.7% | -9.9% | +16.6% | +6.4% |
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