+42.2%
AMZN vs LUNR
+54.8%
-12.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -1.7% |
| 7D | -1.0% | +0.5% | -1.6% | -1.0% |
| 30D | -9.2% | -5.3% | -3.9% | -9.2% |
| 3M | +3.4% | -45.6% | +49.0% | +4.1% |
| 6M | +18.2% | -17.4% | +35.6% | +18.3% |
| YTD | +9.3% | -7.9% | +17.3% | +9.1% |
| 1Y | +5.9% | +77.6% | -71.7% | +4.8% |
| 3Y | +82.6% | +247.4% | -164.8% | +80.5% |
| All | +42.2% | +54.8% | -12.6% | +45.7% |
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