-4.4%
APO vs LUNR
-9.9%
+5.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -5.2% | +13.4% | +8.3% |
| 7D | +8.2% | -14.3% | +22.5% | +8.8% |
| 30D | +6.4% | -30.5% | +36.9% | +7.9% |
| 3M | -7.4% | -28.9% | +21.4% | -6.5% |
| 6M | -4.2% | -60.8% | +56.7% | -1.8% |
| YTD | -14.1% | -38.8% | +24.7% | -15.9% |
| 1Y | -4.4% | -4.5% | +0.1% | -10.7% |
| All | -4.4% | -9.9% | +5.5% | -10.7% |
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 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