-26.3%
APH vs LUNR
+75.3%
-101.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.6% | -44.2% | -47.4% |
| 7D | -48.7% | -8.5% | -40.2% | -48.1% |
| 30D | -51.9% | +5.9% | -57.8% | -52.0% |
| 3M | -43.6% | -56.0% | +12.4% | -39.9% |
| 6M | -37.5% | -20.5% | -17.1% | -37.9% |
| YTD | -38.6% | -8.7% | -29.9% | -40.7% |
| 1Y | -26.3% | +75.9% | -102.2% | -32.5% |
| All | -26.3% | +75.3% | -101.6% | -32.5% |
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