+557.1%
ASX vs LUNR
+51.5%
+505.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.1% | -3.2% |
| 7D | +6.5% | -0.5% | +7.0% | +6.5% |
| 30D | +3.1% | -11.3% | +14.4% | +3.4% |
| 3M | +17.4% | -44.9% | +62.3% | +18.5% |
| 6M | +85.4% | -17.3% | +102.8% | +86.0% |
| YTD | +150.1% | -9.9% | +160.0% | +150.1% |
| 1Y | +256.3% | +76.1% | +180.1% | +253.2% |
| 3Y | +446.9% | +240.0% | +206.9% | +447.0% |
| All | +557.1% | +51.5% | +505.6% | +563.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling