+307.2%
APH vs LUNR
+53.5%
+253.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.8% |
| 7D | +5.0% | -3.6% | +8.6% | +5.0% |
| 30D | -3.9% | +5.9% | -9.7% | -4.0% |
| 3M | +13.0% | -56.0% | +68.9% | +14.5% |
| 6M | +25.2% | -20.5% | +45.6% | +25.2% |
| YTD | +22.9% | -8.7% | +31.7% | +22.4% |
| 1Y | +47.8% | +75.9% | -28.1% | +45.6% |
| 3Y | +283.0% | +202.9% | +80.2% | +276.9% |
| All | +307.2% | +53.5% | +253.8% | +299.2% |
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