+44.7%
AMZN vs LUNR
+48.7%
-4.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.8% | +2.0% |
| 7D | -0.7% | -3.1% | +2.4% | -0.6% |
| 30D | -3.9% | -15.3% | +11.4% | -3.7% |
| 3M | +6.3% | -53.2% | +59.5% | +7.3% |
| 6M | +20.8% | -22.2% | +43.0% | +20.9% |
| YTD | +11.2% | -11.6% | +22.8% | +11.0% |
| 1Y | +11.7% | +68.4% | -56.8% | +10.5% |
| 3Y | +79.4% | +216.8% | -137.3% | +77.5% |
| All | +44.7% | +48.7% | -4.0% | +48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling