+445.9%
ASX vs LUNR
+251.6%
+194.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.9% | +0.2% | +5.6% |
| 7D | +6.3% | +6.5% | -0.2% | +5.7% |
| 30D | +6.4% | -4.4% | +10.8% | +6.8% |
| 3M | +13.1% | -47.3% | +60.4% | +18.3% |
| 6M | +90.3% | -11.1% | +101.4% | +90.2% |
| YTD | +149.6% | -3.4% | +153.0% | +145.8% |
| 1Y | +249.2% | +85.8% | +163.4% | +225.8% |
| 3Y | +445.9% | +264.7% | +181.2% | +393.4% |
| All | +445.9% | +251.6% | +194.3% | +393.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling