-3.9%
APO vs LUNR
+73.3%
-77.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +0.9% |
| 7D | -3.5% | -3.1% | -0.4% | -3.4% |
| 30D | -6.6% | -15.3% | +8.8% | -6.0% |
| 3M | -3.3% | -53.2% | +49.9% | -0.3% |
| 6M | +22.6% | -22.2% | +44.8% | +21.4% |
| YTD | -9.8% | -11.6% | +1.8% | -12.9% |
| 1Y | -3.9% | +68.4% | -72.3% | -19.1% |
| All | -3.9% | +73.3% | -77.2% | -19.1% |
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 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