+398.5%
ASX vs LUNR
+320.0%
+78.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.1% | +3.5% | +6.3% |
| 7D | +0.8% | +22.7% | -21.8% | -1.3% |
| 30D | -20.4% | -5.3% | -15.1% | -20.1% |
| 3M | -2.1% | -26.1% | +23.9% | +0.3% |
| 6M | +8.2% | -62.4% | +70.6% | +15.9% |
| YTD | +137.3% | -25.0% | +162.2% | +138.4% |
| 1Y | +155.0% | +29.0% | +126.0% | +145.3% |
| All | +398.5% | +320.0% | +78.5% | +353.8% |
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