+92.3%
APO vs LUNR
+62.5%
+29.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.9% | -7.3% | -1.5% |
| 7D | +0.1% | +6.5% | -6.4% | 0.0% |
| 30D | +3.9% | -4.4% | +8.3% | +3.9% |
| 3M | +3.8% | -47.3% | +51.0% | +4.9% |
| 6M | +22.3% | -11.1% | +33.3% | +21.9% |
| YTD | -7.8% | -3.4% | -4.4% | -8.5% |
| 1Y | -0.3% | +85.8% | -86.1% | -2.5% |
| 3Y | +57.1% | +264.7% | -207.5% | +53.8% |
| All | +92.3% | +62.5% | +29.8% | +88.7% |
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 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