+459.6%
APLD vs LUNR
+54.8%
+404.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.7% | +0.6% | -3.7% |
| 7D | +9.0% | +0.5% | +8.4% | +8.9% |
| 30D | -6.6% | -5.3% | -1.3% | -6.2% |
| 3M | -35.2% | -45.6% | +10.4% | -32.1% |
| 6M | +0.4% | -17.4% | +17.8% | +1.5% |
| YTD | +10.7% | -7.9% | +18.6% | +11.2% |
| 1Y | +78.6% | +77.6% | +0.9% | +73.1% |
| 3Y | +423.9% | +247.4% | +176.5% | +408.0% |
| All | +459.6% | +54.8% | +404.8% | +473.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling